Start with Planning
- Set Your Goals
- Determine What You Can Use for Emergency Funds
- Calculate Your Net Worth
- Record Your Expenses
- Bring Your Family into the Picture
Bring Your Family into the Picture
If money means security to you, and pleasure to your spouse, then you are going to be a saver and your spouse will want to spend. Such differences can cause huge conflicts. Communication and compromise are the keys, and when you talk, it's important to do it at a time when emotions aren't running high.
If you have children, and they're old enough to understand, consider bringing them into the discussion as well—not to the point of scaring them, but to let them know what's going on. Helping them to understand the principles of money management early in their lives could be doing them a big favor.
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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.
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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.