Retirement Plans – Understanding the Basics

October means pumpkins, turning leaves, and the beginning of the holiday season. While it is easy to launch yourself into shopping mode and spend your money on gifts for family and friends, WISER suggests paying yourself first. Luckily, National Save …

The Kids Are All Right. But How Are You?

Summer is winding down, and it’s often a time of change. Each year, many of us watch as our children go off to school and college. This change is big, not only for the kids, but also for the parents.  …

Millennials Aren’t Saving – What’s the problem?

At a recent Capitol Hill briefing hosted by WISER, Wells Fargo released new research on the financial differences between Millennials and Boomers. The 2014 Wells Fargo Millennial Study surveyed more than 1,600 U.S. adults aged 22-33 (Millennials) and more than …

Show Mom You Care with a Conversation about Finances

Mother’s Day is fast approaching. Instead of the typical flowers or card, show you care by considering how you can help your mother or grandmother organize or better understand her finances.  This is not always an easy conversation to have, …