Your Guide to Identity Theft Prevention

by Kathleen Brockman | Nov 11, 2025 | Financial Wellness

The spookiest season may have passed, but as we head into the holidays, one threat is still lurking: identity theft. This time of year, fraud and identity scams typically spike — and during chaotic or distracting seasons, scammers tend to take full advantage. To help...

5 Scary Money Mistakes to Avoid This Fall

by Kathleen Brockman | Oct 7, 2025 | Financial Wellness

As pumpkin-spiced lattes and ghostly décor begin to hit the scene, one thing is certain: autumn is here! While we may not be feeling the cooler temperatures in Florida just yet, the sights, sounds and tastes of Spooky Season have officially arrived. In addition to...

5 Money Essentials for Your College Checklist

by Kathleen Brockman | Sep 9, 2025 | Financial Wellness, Wellness

Across the country, students are settling into classes and beginning a new academic year. Whether you’re attending in person or online, some lessons never change: meet your professors, use your resources, and—most importantly—set yourself up for financial...

5 Tips for Saving Money on School Supplies

by Kathleen Brockman | Aug 4, 2025 | Corporate Wellness, Financial Wellness, Wellness

Heading back to the classroom this fall? Picking out the perfect first-day outfit and gathering new supplies can be fun—but the costs add up quickly. Here are five smart ways to stretch your budget while checking everything off your list. 1. Set a back-to-school...

4 Financial Tips to Follow This Hurricane Season

by Kathleen Brockman | Jul 16, 2025 | Corporate Wellness, Financial Wellness

Sunny days, pool parties, and family vacations may define summer—but in Florida, one thing is always on our minds: hurricane season. From June 1 to November 30, severe weather risks rise, and preparing isn’t just about shutters and emergency kits. It’s also about...

Credit 101: How to Set Yourself Up for Success

by Kathleen Brockman | Jul 15, 2025 | Financial Wellness, Wellness

Whether you’re buying a car, renting a home, or taking a new step in your career, your credit score follows you. It’s essentially your reputation as a borrower—something lenders, landlords, and sometimes employers review to understand how responsibly you manage...

« Older Entries