Three Things To Consider When Choosing a Bank

by Renee' Anderson 3. December 2014
You’re looking for a new bank. But you don’t really know what to look for. Is there a difference from one bank to another? Does it matter? Here are three key things that many people choose to consider when looking for a bank. 1. Customer Service It seems like good customer service is hard to come by these days. Not that I’m that old or anything, but honestly, I remember a time when people that worked in a customer service role were truly happy to be doing what they were doing a... [More]

The Importance of Reviewing Your Beneficiaries

by Marylove Moy 19. November 2014
September was Life Insurance Awareness Month but in my mind every month is an awareness month! My time spent in the Financial Services world has taught me many things; one lesson that I learned from clients is the importance of reviewing one’s beneficiary designations on personal documents, investments, retirement plans and insurance. I know of one individual who was married and divorced at a young age. She was a teacher in a local high school who remarried in her early thirties. Fast forw... [More]

5 Tips on How to Teach Your Children to Be Financially Savvy

by Renee' Anderson 13. November 2014
As a parent, it’s our job (yes, I’m a mom) to teach our kids. There is a lot they will learn in school, and they will probably have a lesson or two on financials in school, but as far as I’m concerned this is mostly on us as parents. So, what should we do? Here’s how I see it. You know the phrase “do as I say, not as I do?” Probably not the most fitting for this! Don’t’ get me wrong, those words have come out of my mouth a time or two. Or three. Ho... [More]


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