FINANCIAL WISDOM

Personal and Business Resource Centers

Personal Resources

Personal Resources
  • Investing - Whether you are Investing in the stock market, mutual funds or savings bonds, here you can find information to help you understand the ins and outs of saving and investing.
  • Income Tax and Estate Planning - Income Tax and Estate Planning do not necessarily go hand in hand. An understanding of what you need to know about your tax obligations as well as how Estate Planning strategies may help you be better prepared to speak with your accountant or lawyer when planning your future.
  • Young Adults - Not every young adult is taught in school what you need to know financially when you venture out on your own. Here you can get information on items such as renting your first home, credit cards, insurance, working with a financial institute as well as getting ready to start a family.
  • Home & Auto - Saving for your first home or thinking about refinancing you existing home, there are many issues you face. Find helpful information on Buying or Refinancing your First Home as well as Tax implications of owning a home.
  • Insurance - Do you know what types of insurance are available and what might be best for you? This section helps you understand why you need insurance and will provide you with information prior to speaking with an insurance representative.
  • Retirement - Get the basics of saving for retirement as well as information on the type of plans available to you. It doesn't have to be a scary future. Get the knowledge to help you make sound decisions with your financial professional.
  • Issues Facing Parents - It is never too early to begin teaching you children about money. Here you will find helpful information on things like saving for college, advice on credit card and Mistakes to avoid when saving for college.
  • Organizing Your Financial Records - Sound advice on keeping your financial records organized and preparing for the worse.
  • Planning & Managing Your Finances - Want to stay ahead on your personal finances? This section can help you ahead.
  • Security & Fraud Protection - Advice on keeping safe whether it is your personal safety, Internet, financial security, and more.
This website and the articles contained within are provided as a free service to you and for general informational purposes only. Information on this website is not intended to provide legal, accounting, tax or other advice. Please consult your attorney, accountant, or financial or other advisor with regard to your individual situation. We also make no warranty or representation regarding, and do not endorse, any linked websites or the information appearing there.
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