Personal finance

Latest Stories

Personal Finance When You’re About to Retire

By Michele Burkholder | August 21, 2018

Those last few years, months, and weeks before retirement can be both exciting and terrifying. We call it “go time” when talking with our clients. Among other things, it’s time to make sure you have everything in place. Here are five steps you need to take before you retire.

Three Reasons Why Procrastination Could Be Stopping You From Finding Financial Success

By Ande Frazier | August 15, 2018

Procrastination is the number one reason people aren’t getting ahead financially. To complicate this even further, it’s often the result of not finding the right financial professional. Why is procrastination holding so many people back?

Teaching Young Adults to be Wise Spenders

By Carolyn Humphrey | April 24, 2018

When it comes to financial literacy, it’s critical to start early by teaching young children to become early savers. It is equally important to follow through during their teenage years, into college and young adulthood. Here are five ways to raise financially responsible young adults.

Teach Your Children to Be Early Savers

By Penn Mutual | March 7, 2018

Learning healthy financial habits early on can set children up for a successful future. But although almost 90% of parents talk to their kids about money, nearly 60% feel ill-prepared to tackle the topic. Luckily, teaching your kids to be money smart doesn’t have to be intimidating. Here are some strategies for giving your children a head start on saving.