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Money Talk

Where personal finance gets personal

Let's talk about it

What Is an HSA?

Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.

October 09, 2024 Patrick Means

Manage your money

What Is an HSA?

Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.

October 09, 2024

Scary Headlines and Your Money

Do scary headlines make you want to get out of the market? Rather than react emotionally, consider this 3-step plan to help protect your money from the news and noise.

September 09, 2024


7 Common Car Buying Mistakes

Buying on emotion is just one potential car-buying pitfall. Here are seven other common mistakes and what you can do to avoid them.

August 14, 2024

Family Loan Do's and Don'ts

While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.

August 07, 2024

My Early Money Lessons

One of the greatest gifts a parent can give their children is a foundation of financial wellness. Gather your kids around the kitchen table and start talking about money.

April 24, 2024

Holiday Spending Game Plan

Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

December 15, 2023

Learn to invest

Scary Headlines and Your Money

Do scary headlines make you want to get out of the market? Rather than react emotionally, consider this 3-step plan to help protect your money from the news and noise.

September 09, 2024

Investing in Your 20s

One of the most important things you can do in your 20s is to develop good financial habits. Here's how to get started.

February 28, 2024

9 Scary Money Mistakes

What can Halloween teach you about money? Personal finance and investing don't have to be scary when you avoid these common mistakes.

October 25, 2023

Build your financial independence

Plan for major life expenses

5 Types of Mortgage Loans

If you're looking for a mortgage loan, here are five types to consider. Check out the pros and cons to help you choose the right one for you.

July 31, 2024 Cindy Scott

Can I Afford a Pet?

The joy of owning a pet may be priceless, yet the cost to your budget is real. Consider these five financial moves before becoming a pet parent.

May 16, 2024

My Early Money Lessons

One of the greatest gifts a parent can give their children is a foundation of financial wellness. Gather your kids around the kitchen table and start talking about money.

April 24, 2024

Ace Your Year-End Tax Game

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.

December 05, 2023

Save for retirement

What Is an HSA?

Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.

October 09, 2024 Patrick Means

Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

July 12, 2024

How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

July 19, 2023

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

Retirement Without a 401(k)

No 401(k)? Don't let that keep you from saving and investing for retirement. There are ways to create your own retirement plan.

June 16, 2022

Small Business Retirement Plans

Own a small business? Don't miss out on these opportunities to save for retirement and decrease taxable income.

April 06, 2022

New Investor Questions: Part 3

You've got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.

January 26, 2022

Military Personnel and the TSP

New changes in the military retirement system give greater importance to the Thrift Savings Plan (TSP). Here's why.

May 20, 2020

After You Inherit an IRA

Inherited IRA rules are different for spouses and non-spouses, and have changed under the SECURE Act. Make sure you know the rules that apply to you.

May 19, 2020

Replace Income in Retirement

How much income do you need to replace in retirement? There are guidelines—and then there's reality.

February 26, 2020

Financial literacy for the next generation

Help your loved ones

Warn Your Parents About Fraud

Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

October 07, 2024

Talking Money with Mom and Dad

Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

November 08, 2023

Handling an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.

August 02, 2023

Retire with confidence

Warn Your Parents About Fraud

Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

October 07, 2024 Jeannie Bidner

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023

Medicare while Traveling

Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.

June 22, 2022

Retirement & Income Tax

Completing your tax return every year can be a monumental task. And figuring out how to manage your tax bill takes even more work. It takes long-term planning, short-term decisions, and a solid understanding of tax concepts.

May 19, 2020

Changing Investment Strategies

Your feelings about risk can change in volatile markets, but consider your goals and timeframe before taking action.

March 25, 2020

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.