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4 Things to Consider When Purchasing Your Next Car

4 Things to Consider When Purchasing Your Next Car

by Kathleen Brockman | Mar 11, 2025 | Corporate Wellness, Financial Wellness, Wellness

Everyone loves that new car smell—whether it’s a muscle car, a luxury ride, a practical minivan, or something fun in between. Buying a vehicle can be exciting, but it’s also a major financial decision that can feel overwhelming without a plan. Here are four key...
3 Tips for Purchasing a Used Car

3 Tips for Purchasing a Used Car

by Kathleen Brockman | Mar 7, 2025 | Corporate Wellness, Financial Wellness

Before you hit the open road, you’ll want a reliable vehicle that fits your budget. For many buyers, a used car can offer the best value — lower upfront cost, slower depreciation, and potentially lower insurance rates. Still, the used-car market can be tricky, so here...
Money and Marriage: 4 Tips for Managing Combined Finances

Money and Marriage: 4 Tips for Managing Combined Finances

by Kathleen Brockman | Feb 10, 2025 | Corporate Wellness, Financial Wellness, Wellness

Money and Marriage: 4 Tips for Managing Combined Finances First comes love, then comes marriage… then comes the question of whether to open a joint checking account! For many couples, combining finances can feel intimidating or even like a loss of independence. Money...
A Perfect Match: Finding a Financial Institution You’ll Fall in Love With

A Perfect Match: Finding a Financial Institution You’ll Fall in Love With

by Kathleen Brockman | Feb 2, 2025 | Corporate Wellness, Financial Wellness, Wellness

When it comes to banking, most of us don’t think about whether we’re truly “in love” with our financial institution — but maybe we should. We’re picky about our doctors, stylists, and service providers, yet our money often ends up wherever we opened our first account....
5 Tips for Setting Financial Goals

5 Tips for Setting Financial Goals

by Kathleen Brockman | Jan 5, 2025 | Corporate Wellness, Financial Wellness, Wellness

With the holiday season behind us, the new year brings a fresh chance to reset, refocus, and look ahead. Many of us set goals around health, career, or personal development — but financial goals deserve a spot on that list too. Whether you’re saving for a car,...
5 Tips for Getting Financially Organized

5 Tips for Getting Financially Organized

by Kathleen Brockman | Aug 12, 2024 | Financial Wellness, Wellness

When it comes to managing our finances, sometimes we can feel a little overwhelmed and not know where to start. A great way to be financially successful is to be financially organized! Take some of the guesswork out of your money management with some of our tips and...
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