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Tips & Tricks

How to Plan Your Financial Life in a Sensible Way

Written by: Pat Carlson, Senior Vice President, Wealth Management & Trust Department Manager What is my personal net wor...

May 13, 2020

Investing and the Coronavirus Pandemic: Seeking clarity in chaos.

Written by E. Keith Wirtz, CFA®, Vice President & Chief Investment Officer, Union Savings Bank.
“Investors can survive a…

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March 4, 2020

Retirement Savings: Who’s on Target?

If – like most – you are planning to stop working full-time someday, you are probably curious about how you are doing al…

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January 29, 2020

How the IRS announcement can affect your retirement savings.

The Internal Revenue Service (IRS) made its annual announcement outlining changes to retirement account maximum contribu…

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December 22, 2019

Does Your 401k Need a Check-Up?

Written by E. Keith Wirtz, CFA®, Vice President & Chief Investment Officer, Union Savings Bank.
We all know that making …

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October 28, 2019

Saving for Retirement in Your 30s

Emerging from your 20s, you might find yourself with a new perspective on your financial future. Perhaps you’ve settled …

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June 5, 2019

Saving for Retirement in Your 40s

Each stage of your life has brought with it unique savings goals. Your first financial challenges were likely getting th…

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February 27, 2019

What’s the Difference Between Roth IRA and Traditional IRA?

America Saves Week is here and there’s no better time to explore ways to grow your retirement savings, no matter where y…

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February 11, 2019

How to Save for Retirement in Your 50s

Celebrating your 50s brings with it many new milestones. Perhaps the kids in your life are getting ready to set out on t…

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January 29, 2019

Are You Ready for the F.I.R.E. Movement?

If you are like many people in this country, the singular goal motivating you to go to work each day is a comfortable re…

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