Money and You

Financial Literacy

Do you know who manages the family money? You might be surprised.

Do you Know Who's Managing the Family Money? You may be surprised.

Heidi Clute: April 20, 2023
For many families, this is a question getting new answers today because of changing family dynamics and the growing number of aging parents or family members. Long gone are the days when it could be assumed that managing family finances defaulted to “the man of the house.” At the same time, the Sandwich Generation is coming to terms with their aging parents...
Archived Articles Articles Financial Literacy Women Estate Planning
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The Dark Web video screen image

The Dark Web (Lakeside Chats 5-5-21)

Christina Ubl: May 5, 2021
The Dark Web is an interesting place with a ton of potential, and a ton of risk. This month, we were joined by Twinstate Technologies as we go into the dark web, so you don’t have to.
Video Financial Literacy Risk Protection Recent Videos
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Celebrating Financial Literacy Month April

Celebrating Financial Literacy Month (Lakeside Chats 4-7-21)

Christina Ubl: April 7, 2021
April is Financial Literacy Month! To celebrate, Adam hosted a Financial Literacy Jeopardy-like Trivia game for this month's Lakeside Chat!
Video Financial Literacy Recent Videos
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How to Know the Financial Metrics that Matter During a Crisis

How to Know the Financial Metrics that Matter During a Crisis

Heidi Clute: June 11, 2020
In 2020, the pandemic presented many small business owners with a crash course on financial metrics and why they matter. You may be one. I imagine you’ve owned your business for a few years or more, endured some ups and downs but overall enjoyed steady growth, watched your cash flow and know your bottom line. Why was selecting, applying for, and tracking...
Recent Articles Articles Financial Literacy Business Owners
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Why Your Credit Score Matters

Heidi Clute: February 8, 2012
The ABCs of FICO Credit Score Have you ever wondered why financial professionals make a fuss about credit/FICO scores? You may not think your credit score is a big deal, especially if your income is healthy; however, your income has nothing to do with your credit score. You can make a king’s ransom and have a poor credit score – or have a small income and a...
Archived Articles Articles Young Professionals Financial Literacy
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Estate Planning to Avoid Family Discord

Heidi Clute: April 10, 2011
Family relationships are so fundamental to our personal identity and so often they are complicated. During a time of grieving and mourning over the death of a loved one, family relations can become even more emotionally charged. Although none of us can avoid death, it is possible to minimize potential family conflicts through advanced, careful estate...
Recent Articles Articles Financial Literacy Estate Planning
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Have You Had "The Talk" With Your Kids? It's Recommended You Speak Early and Often About Money

Heidi Clute: March 10, 2011
As parents, you have probably often heard that you should speak openly and often with your children about all kinds of tough issues – bullying, alcohol, and drug use to name a few. You may wish to add another topic to the list: money. Like other important conversation subjects, learning about and developing sensible financial habits is a long-term goal for...
Archived Articles Articles Financial Literacy Estate Planning
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What to Do With Your Tax Refund

Heidi Clute: February 10, 2010
Getting a tax refund this year? Think twice.
Archived Articles Articles Financial Literacy Taxes
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