Jump To Content

Direct Insight

Helpful Articles About Money, Life, and Innovation

Teaser image for Simplify Your Finances to Help Lower Stress

Simplify Your Finances to Help Lower Stress

One important area to streamline a less stressful life is the way you handle your finances. Consider simplify your financial life.

Teaser image for Employee Benefits: Are You Taking Full Advantage of Yours?

Employee Benefits: Are You Taking Full Advantage of Yours?

Most companies offer a wide range of benefits because they help attract and keep the best people. If you don’t know your company’s benefits, or are not using them to their maximum advantage,…

Teaser image for You’re Moving Up and Moving On—It’s Time to Sell Your First Home

You’re Moving Up and Moving On—It’s Time to Sell Your First Home

Selling your first home is an important milestone that can also be bittersweet. You’ll be leaving behind a place in which you created many first memories while also looking forward…

Teaser image for The Importance of Diversification

The Importance of Diversification

As the old saying advises not to put all your eggs in one basket, it’s particularly true of where and how you allocate your money.

Teaser image for It's Never Too Early to Start Saving for Retirement

It's Never Too Early to Start Saving for Retirement

When you’re young, retirement seems like it’s an eternity away. But the fact is, it’s never too early to start saving for it.

Teaser image for The Importance of Estate Planning

The Importance of Estate Planning

Even though the term itself can sound lofty, estate planning isn’t just for the wealthy. It’s certainly not as fun as planning a vacation, but it’s definitely more important.

Teaser image for New Year, New Career? Benefits Matter.

New Year, New Career? Benefits Matter.

Those who have declared, "New Year, New Career" are eager to search for opportunities that may improve their lives.

Teaser image for Family-focused Tax Time Savings

Family-focused Tax Time Savings

We can all agree we'd like the biggest income tax refund allowable. So it's important you're taking advantage of every deduction, credit, and exemption allowed.

Teaser image for Best Places to Retire

Best Places to Retire

For many, their retirement home comes with lower taxes, a lower cost of living and a fair climate. But there are other important aspects to consider.

Teaser image for Saving for College? Do Your Homework First

Saving for College? Do Your Homework First

Families are stocking away more money in 529 college savings plans than ever, investing a record $253 billion last year in preparation for the sky-high cost of higher education.

Teaser image for You Want to Buy an Investment Property? 5 Things to Consider.

You Want to Buy an Investment Property? 5 Things to Consider.

Investment properties can be a great way to diversify your assets. Here are just a few things to consider before jumping into the real estate world.

Teaser image for How Medicare Can Impact Your Saving

How Medicare Can Impact Your Saving

Enrolling in Medicare can be confusing and if you don’t have the right coverage, you could end up with some steep medical bills.

Teaser image for What Should You Do with Your 401k When You Retire?

What Should You Do with Your 401k When You Retire?

If you’re nearing retirement, it’s time to check your 401k (and other investments) to refine your asset allocations. Now is not the time to risk a big drop in value.

Teaser image for Should You Buy or Lease Your Next Car?

Should You Buy or Lease Your Next Car?

One of the first things you should determine is whether you’re looking to buy or lease, because that can impact the type of car you ultimately end up with.

Teaser image for The Benefits of Online Banking

The Benefits of Online Banking

Today, many of us can’t imagine banking without being online. What is it about online banking that is so revolutionary and game changing?