About Us

Blog

Practical information for making better financial decisions and turning your own ideas into action

Your Life

Our First Person blog provides personal finance advice, tips, guidance and insight to help you make smarter financial choices and act on your dreams. (OK, we’ll also include the occasional link to the products and services we offer that can help you along the way.)

Cybersecurity and the Coronavirus

March 23, 2020

Just in Case: Getting Prepared for a Financial Emergency

March 20, 2020

Your Life, Your Money

7 Steps to Buying Your First Home

January 28, 2020

General, Your Home, Your Life, Your Money

New Year, New Personal Finance Calendar

January 10, 2020

Your Life, Your Money

College Expenses May Be More Than You Think!

July 30, 2019

3 Steps to Strong Passwords You Can Remember

January 9, 2018

7 Tips for Protecting Your Personal Information

November 27, 2017

7 Costly Spending Mistakes to Avoid in your 40s and 50s

October 10, 2017

Saving for College – Options for You and Your Family

September 26, 2017

Making It Work: Downsizing to One Income

July 25, 2017

Your Life, Your Money