Tag: Finances

Dollars and Sense: Spring Into Financial Wellness: 5 Steps for Your Money Check-Up

Elisa Ross Just as you schedule annual physicals with your doctor, your finances deserve regular check-ups. Spring is the perfect time to ensure your financial house is in order with these five essential steps. 1. Review and Update Beneficiaries. Life changes, but designations often don’t. Verify that retirement accounts, life insurance, and bank accounts reflect…

Dollars and Sense

How to Prepare Your Finances for 2026 As 2025 comes to a close, it’s the perfect opportunity to plan for next year and take control of your finances. It’s time for fresh goals and smart planning to ensure your hard-earned money is protected and working for you. Two areas deserve extra attention as you prepare…