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Categories: Finances, Investments, Planning

If you’re interested in investing, take a look at these easy to follow steps to get started!

Before transitioning from renter to homeowner, it’s important to consider the true costs of home ownership. To find out what you can really afford, make sure to include items from the list below in addition to the sale price of the home.

Categories: Financial, Planning, Saving

Financial concerns can be one of life’s biggest stressors for a lot of people, but did you know that saving money could actually help reduce your stress and improve your health? * Saving money can be simple, too. FORUM offers a 52 Week Money Challenge that is an easy incremental savings plan. 

Categories: Money Matters, Planning

We all want to be successful financially and yet it is the one aspect of our life we often neglect when it comes to the basics of achieving success.  Success is usually derived from a solid plan much the way teams are successful in sports. 

Do you ever find yourself justifying your spending?  Using reasons like: it’s on sale, or I deserve to treat myself to a lavish vacation or I don’t make enough money to save.  Excuses like this could really be derailing your financial success, maybe it’s time for a financial intervention.

Before December 31 arrives, there is still time to take advantage of a few tax saving strategies! Check out 5 tax tips below.

Putting off important financial decisions can have a major impact not only on your retirement but also on your financial well-being as you move towards retirement.  Having a strong foundation built by the time you are 40 can produce so many benefits not just in retirement but in the years leading up to retirement.

Categories: Insurance, Planning, Taxes

If you’re an employer looking for a manageable way to offer your employees health care benefits while keeping costs under control, you may want to consider health savings accounts. 

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