The Clear View

"I need a place where I can find helpful articles about personal finances from somebody I trust."

Jan

401(k)s vs. IRAs: What’s the Difference?

Gain an understanding of the different plans available and learn how to make the most of your retirement savings.

Dec

Small Business Year-End Checklist

We’ve made the list and checked it twice. For a happy, prosperous new year, check off these tasks for your business!

Sep

Hair Peace Charities Spotlight

We sat down (virtually) with the winner of our 2nd Annual Tee It Up for Charity contest winner, Bonny Diver, to talk about Hair Peace Charities, how the $5,000 donation will help her mission, and how she rallied her supporters to cinch this year's win.

Sep

6 Steps to Plan for Back-To-School Expenses During COVID-19

Our friends at GreenPath Financial Wellness share six steps to help you plan for back-to-school expenses during the pandemic.

Aug

Everything You Need to Know to Get Started With Paying for College

This guide will help you be mindful of ways to fund college as early as the application process.

May

How to Save for a Down Payment

It's never too early to start saving for a down payment on a new home! We help you find out how much you can afford and give you some tips on to start saving today.