Financial Advice

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  • Invest & Save

    How to Explain Budgeting to Kids

    Once your child masters the basic concepts of money and how to save it, they might be ready to approach the notion of a savings plan. Here are three simple steps to their first budget.

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    How to Explain Saving to Kids

    Saving money is easier said than done. It’s a learned behavior, and something that many adults struggle with, regardless of their financial situation. Start talking to your kids as early as possible. And for those of us who are no longer kids, it’s never too late to start saving.

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    How to Explain Money to Kids

    Money is a pretty complex concept, if you think about it. We recommend talking to children about money at a young age, to set them on a journey to financial well-being sooner rather than later.

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    Relationships Can Last a Lifetime

    Your financial advisor might not be the first person who comes to mind when you think about long-lasting relationships. But, why not? Here are three keys to establishing a lifelong relationship with your financial advisor.

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    Four Reasons to Focus on Saving over Spending

    If you’re not sure, consider these four reasons why choosing to save money instead of spend it can really pay off in the end.

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    The Benefits of Opening a 529 Plan for Your Child

    A 529 plan is a great way to save for your child’s education because they’re tax-free, low maintenance, and available to everyone.

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    Three Tips for Smart Investing

    Have you established your career, bought a home, or started a family? If you have, you might be concerned about your financial future. If this sounds like you, it might be time to find the right financial advisor.

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    Who's the Right Financial Planner for You?
    An Interview with CFS1 Senior Financial Advisor, Mark Spirk

    Who's the right financial planner for you? A senior financial advisor shares his thoughts on how to do just that.

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  • Young woman working on her finances.
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    Three Ways to Learn More About Investing

    Are you eager to understand the world of Investments? Here are three ways you can get started on the path to becoming a knowledgeable investor.

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    Early Withdrawal from a Retirement Plan

    Withdrawing money from a retirement plan before retirement is something many people consider. The circumstances in which it is allowed are limited, and even if you can do it, it may not be a good idea.

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    Job Transitions and Your Retirement Plan

    If you are leaving your job and have saved for your future by participating in your employer’s retirement plan, you have a major financial decision to make: what should you do with your account?

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    All About Mutual Funds

    A mutual fund is an investment company that purchases bonds, stocks or other securities and sells shares to the public. They provide two benefits that few individual investors can achieve on their own.

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    Managing Investment Risk

    The first thing every investor should know and accept is that there is no such thing as a surefire investment. Risk is a part of the process. You can manage risk, though, with a few proven techniques.

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    Stocks, Bonds & Cash: The Basics

    For many people, the world of stocks, bonds and cash is shrouded in mystery—yet they are the building blocks of most investment portfolios. Read our layperson’s guide to key concepts and terms.

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