Author: Josh Kroll

Con artists cheat Americans out of billions of dollars every year. Recognizing red flags for potential scams can help protect you, your loved ones, and your hard earned cash. Phishing Phishing is when scammers pretend to be someone that they aren’t to gather sensitive information or access to a person’s funds through a credit card or […]

Investing remains one of the four cornerstones of a strong financial foundation. And, learning how to do it can be both achievable and rewarding. From the list of technical jargon to the overwhelming number of online teaching resources, investing is complicated. What’s a stock? How do I buy one? What’s a trade? What does it […]

You need a car, but how how much can you actually afford? This interactive Coach starts by walking you through a reasonable monthly payment, based on your income and expenses, then shows you a purchase price range that fits your budget. You’ll learn more about auto loans and leases, including interest rates and terms, down […]

One of the most tedious parts of home buying is gathering the right documentation, but prepping beforehand makes it that much easier. The documents required for a mortgage application can be categorized by type: Proof of Income/Employment, Proof of Assets, Credit History, and Residential History. These give potential lenders a glimpse into your situation so […]

Filing taxes can be intimidating—but not when you have a game plan. In this Coach session, learn the basics of filing your taxes, and how key factors like filing status, deductions, and credits influence what you owe (or get back!). To begin, click here. Follow the prompts, answer the questions, and provide information when asked. […]

Making payments on a loan with suboptimal terms can make you feel trapped. Luckily, refinancing can help you find more suitable terms for the loan.Essentially, refinancing replaces an old loan with a new one with terms that are better for your situation. But it’s not all fanfare and applause—there are tradeoffs associated with refinancing. What Can Be […]

Our unique financial wellness assessment lets you take a step back, analyze your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances. This assessment addresses your individual financial decisions and goals before giving you recommendations on where you can improve and how to get started. It also provides […]

Investing is like life: nothing ventured, nothing gained. If you’re planning to buy a home, you probably have good reasons for your decision. It may be that you share the feeling that owning your own home is a key part of the American dream. But there are also financial issues involved in buying real estate […]

It’s crucial for your family to know the basics of financial literacy, but how do you approach teaching them? Luckily, you’re making financial decisions every day—you simply need to let your kids in on the conversation. Make it real.  Teaching financial literacy doesn’t have to be a formalized lesson for your family. Experience is often […]

We make it easy to shop, buy, and drive your car home all on the same day; but we don’t do it alone. We value the relationships that we’ve built with local auto and RV dealers, and that allows you to save money on the purchase and gain convenience through the process. Applying for financing […]