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Investing: Vow to Have the Right Investment Strategy

Register via bit.ly/FIT4Feb  Love is in the air during the month of February. For many, it’s a time to express love for someone else and to vow to remain committed. It reminds us that long-lasting love requires consistency and focused effort. So, what does all of this have to do with your investments? Finding the […]

Spring Cleaning: Tidying Up Your 2022 Financial Plan

The spring is a great time to update your current routine and adopt new behaviors that fit into your lifestyle. While most people use this time to switch out their wardrobe and reorganize the home, it's also a great chance for you to tackle your finances too. Join our Financial Fitness Consultants Joshua Zdeb and Kyle Bingham for […]

Mid-Year Financial Fitness Bootcamp & Market Update

Register via bit.ly/FIT4June The first half of 2022 has been eventful, to say the least. We have seen an increase in economic uncertainty from high inflation, rising interest rates, stock […]

How to Pay for Your Education

Pursuing education beyond high school has become the desire of many people seeking opportunity to pursue a particular career and to earn a higher salary. Whether college or a trade school, the cost of a higher education however can be quite high. Join this month's FIT4Learning Seminar as Financial Fitness Consultant, John Poole, discusses: Ways to pay for […]

Insurance: How to Protect Your Loved Ones

Insurance is designed to protect you against financial loss resulting from unforeseen circumstances. While some insurance is easily one of the most important investments you can make, it's easy to overlook when budgeting for long-term financial plans, and can be critical in your or your loved ones' financial survival following an unplanned accident or devastation. […]

The Art of Withdrawals: Managing Your Income

You’ve been saving for decades and now it’s time to retire. That means no more regular paychecks and more than likely you will be looking to some of your investments […]

National Financial Planning Month: Expert Insights

Having short-term and long-term financial goals is a big step in helping you feel more in control and confident about how you are spending and saving money. How you achieve […]

Optimize Your Benefits at Work

Taking advantage of the benefits provided by your employer can help you boost your wealth, improve your physical and emotional health, and increase your satisfaction with your job. But it's […]

Year-End Financial Fitness Bootcamp & Market Update

As 2022 comes to a close, you may reflect on your experiences and what you have learned throughout this past year. In this month's FIT4Learning webinar, Managing Director Kyle Bingham […]

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