You are The Eager Investor!

The Eager Investor

In the movie, Top Gun, Tom Cruise’s character, Pete "Maverick" Mitchell, delivers the classic line, “I feel the need…the need for speed.” You are the Pete of money management.

Your maverick personality drives your personal finance behavior and decisions. You love risk, yet save consistently so you have the funds to invest in the future. Whether saving for a new car or researching the best 401k options, you take a thrill-seeking approach, selecting short-term investment decisions over delayed gratification.

Money 101

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Make Money Moves: Five Tips to Help New Investors Get in the Financial Game

IRAs, CDs, ETFs…financial investment can seem like a puzzling alphabet soup – even for eager investors seeking to up their game. Entrance into the financial game does not need to be overly complicated or stressful. With the right preparation and an eager attitude, you can translate even a few dollars into a healthy sum of money and become confident in your finances.

Tips & Tricks

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Friendly Refreshers to Optimize your Investment Strategy

While the will to invest and do right with your money may exist, it can be challenging to know who to trust with the many options available and “experts” offering advice. When it comes to investing, there are many factors to consider.

Money 101

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Beyond the Hype – What is an IPO?

Stock market terms, like initial public offering can sound like a foreign language, even for people who regularly invest in mutual funds or buy individual stocks. Here is some general information to understand the buzz around IPOs.

Tips & Tricks

Money Calendar of Events

Money Calendar of Events

Whether you are new or old to the money and investment game, there are money management tasks you can do on a regular basis to ensure you stay on track. Find out the recommended guidance for things like checking your credit report or reviewing your budget.


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Life Insurance Basics You Need to Know*

Even the most savvy investors may not understand the complexities of life insurance. Others, may want to avoid this subject altogether. For most of us, financial planning should include life insurance. In this four-part, 30-minute course, Lynnette Khalfani-Cox, The Money Coach, breaks down the life insurance basics and answers important questions about life insurance, including how much you really need.