Our Financial Advisor Ryan G. explains 'what is a mutual fund?' plus how you can benefit from investing.
Our Chief Lending Officer Greg R. shares predictions for the Arizona housing market this year, advice for buyers and sellers, and much more.
Ever wonder why you don't get what you want when calling your insurance agent, utility company, or bank? Learn how to win when calling customer service.
Balance between saving for retirement, having a short-term reserve, and being able to help your kids (or future you!) with education expenses.
Tune in while Tony, Financial Advisor with Copper State Wealth Management, chats about your options for those almost-forgotten retirement accounts at your previous employer.
Understanding what to have in place before you grow your business is crucial to your success. Learn more from David, Commercial Lending Manager.
Find out why it's so difficult to have this conversation at work, and what you can do to be prepared for it. Our Chief Marketing Officer Jenn shares her insights.
8,000 people in the United States are turning 65 every day and many of them are putting off retirement. Here's why, from Anthony R. with Copper State Wealth Management.
None of us expect to have our identities stolen, but if you do, you'll want to know what to do next. Tune in for advice on prevention as well as steps to take.
All it takes is four simple steps on how to create a budget that works! We'll walk you through the process and empower you to reach financial freedom.
Learn the basics of investing and the different types of investments you should consider.
This straightforward webinar shares how to clean up your finances by completing individual tasks - whether you only have 10 minutes, 30 minutes, or a few hours to spare.
Learn the ways a mortgage refi can save you money, as well as when a mortgage refi may not be the best idea.
You'll learn five key ways to save along with three smart tips to simplify your home buying experience. We'll also share AZ homebuying case study David and Julita's recent experience buying a home in Glendale, AZ.
Chief Lending Officer Greg R. shares his predictions for the Arizona housing market and gives his best advice for homebuyers in Arizona.
Take a realistic look at debt consolidation. We'll chat about pros, cons, and who it might be right for.
Our VP of Lending, Russ, shares his experience looking at tens of thousands of credit reports over his career. He shares what's most important to do and not to do when it comes to your credit.
College is such an in-between time for your finances. Don't stress - instead, tune in for money saving tips plus learn the simple steps you need to make a workable college budget.
If you're trying to pay off debt, either one of these strategies is going to make faster progress than those minimum payments!