Broker Check

Monthly Features

Monthly Featured Videos and Articles

Each month we will be focusing on one topic that is important to you! This page will be dedicated to sharing videos and articles that provide tips, tricks, and a wealth of knowledge to help you better plan for your financial future.

You can also view similar topics throughout the month on our social media pages, so if you aren't following us be sure to do that now!

Follow Us

June Feature: Summer Safety

Three Keys to a Great Password

Three Keys to a Great Password

A great password is often the only thing standing between you and identity theft. But what makes a password really secure? Turns out, there are some important guidelines to follow to keep information safe. Read on for three smart tips.

Data Thieves 

Data Thieves 

Always remember, when it comes to safeguarding your sensitive information, prevention is your best defense. Don’t wait for thieves to strike!

May Feature: Military Appreciation 

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change, which makes personal finance even more critical.

April Feature: Financial Literacy 

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not useful to be scared of credit and debt and avoid it entirely, there are some things to look out for.