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Popular Articles

  1. Change Investments - HSA

    Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages.  1.   Log In to your online account. If you cannot remember your log in or need help with the log in process, ...
  2. 5 for 5: What key areas should your financial plan cover?

     
  3. 5 For 5: Investing & the Upcoming Election

     
  4. 5 For 5: Managing Your Personal Economy

     
  5. How to add a transit card to Apple Wallet?

    Add a transit card to Apple Wallet Add a transit card to the Wallet app to pay for rides using Apple Pay. To ride transit using Apple Pay, you need: A compatible iPhone or Apple Watch. Check with your transit agency to see which models are su...
  6. How to add a transit card to Google Wallet?

    Use Google Wallet for transportation For some public transport systems, you can use Google Wallet to tap to pay for transportation at the fare terminal with a supported credit or debit card. For others, you can buy or save a transit pass to Goog...
  7.  Teach Your Kids the Golden Rule of Personal Finance

    Do your kids know the golden rule of personal finance? Spend Less Than You Earn. Use this video to show them that spending less than they earn is their ticket to a successful financial future.   ...
  8.  A Financial Blueprint for Millennials

    Millennials have different financial challenges from their parents. Here is a Financial Blueprint for Millennials to use to figure out their unique financial goals.   ...
  9.  What it means to be a Fiduciary

    As a fiduciary, we have your your best interests at heart. This video outlines the value we provide and what it means to have a fiduciary acting on your behalf.    ...
  10.  Investment Policy Statement

    Before you build, you need a blueprint. Learn how an Investment Policy Statement can serve as your financial blueprint.   ...