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Money Talk: Where personal finance gets personal.

Managing your money can be complicated. That's why we're here to help. No matter how much or how little you know about money, our team of certified financial experts offer insights to help you move your financial life forward.

Carrie answers your financial questions.

Avoid these 9 Scary Money Mistakes

What can Halloween teach you about money? Personal finance and investing don't have to be scary when you avoid these common mistakes.
October 25, 2023

Open Enrollment Is an Opportunity: Don't Miss Out

During this year's open enrollment period, take the time to fully read through your employee benefits package. You may discover employee benefits that could help save you money.
October 11, 2023

How to Create a Credit Card Debt Exit Plan

Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here's an exit strategy.
September 27, 2023

Diversification 101: Lessons from My Air Jordans

My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.
September 13, 2023

4 Steps to Smart Medicare Decisions

There's more to enrolling in Medicare than just turning 65. Make these Medicare decisions ahead of time—then celebrate.
August 30, 2023

Student Loan Payments are Back: 5 Ways to Prepare

Ready to face the return of student loan repayments? Conquer your budget by tracking expenses, cutting back on non-essentials, and balancing debt payment with retirement savings.
August 16, 2023

Dos and Don'ts When You Get an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.
August 2, 2023

Multigenerational Living and Your Money

Open and honest communication can help you go into multigenerational living with your eyes wide open.
July 5, 2023

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  • About the Foundation
    • Foundation
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  • Money Talk
    • Money Talk
    • Planning & Goals
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    • Kids and Teens
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    • Retirement
    • Major Purchases
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    • Taxes
    • About Money Talk
  • Essentials
  • My Life
  • Teaching Kids
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This information on this website is for educational purposes only, and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.

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