Resources for The Auto-Pilot Saver and Investor

You’ve got the basics of sound money decisions covered, sitting somewhere between an extreme saver and a risky investor. You prefer an easy approach to savings and investing, by way of automated direct deposits, whether that’s for long-term savings or specific expenses like holiday purchases or educational costs. You’re ready to face the financial future – especially if that future is way off and without major complications.

TIPS & Tricks

10 Tips for Easy Saving

Even if you find yourself already doing the little things to save and automate decisions that make financial choices easy and convenient, you may be able to do more. Included are tips to further auto-pilot saving money without having to spend a lot of time researching investments or talking with financial planners.

Quick Read

Book Review: The Smartest Retirement Book You’ll Ever Read

New York Times bestselling author, Dan Solin’s book, The Smartest Retirement Book You’ll Ever Read, provides tips on how to get the most out of your retirement nest egg.

Tips & Tricks

7 Tips for Millennials to Prepare for Retirement

Many millennials don’t worry about retirement because that day seems so far away. While that’s true, taking small steps at an early age can make your golden years even better.

Money 101

Five Financial Terms to Know

Sometimes it seems like you need an economics degree to understand financial lingo. Here’s a short glossary of five terms that may be important as you make decisions about your financial future.