Steps to Home Ownership
Champlain Valley Office of Economic Opportunity hosts an informative session on the homebuying process, covering key topics such as how to choose a lender and prepare for a meeting. Click here to register.
GMHEC Well-Being Calendar
Champlain Valley Office of Economic Opportunity hosts an informative session on the homebuying process, covering key topics such as how to choose a lender and prepare for a meeting. Click here to register.
Recent tax law changes may impact how you file your 2025 federal tax return in 2026. In this session, the team from MySecureAdvantage will break down the parts of the One Big Beautiful Bill Act that matter most for everyday filers, focusing on changes to deductions, credits, and income rules that could affect your refund … Continue reading How the One Big Beautiful Bill Act Affects 2025 Taxes
Families today come in all shapes and sizes. But figuring out how to handle the finances when bringing different families together is not always easy. We’ll talk about the approaches some families have used to navigate the unique financial challenges of combining households. In this webinar you’ll get insights on:• Budgeting and cash flow management• … Continue reading Yours, mine, ours: Finances for blended families
Divorce can bring significant financial changes. From splitting assets to updating beneficiaries and creating a new financial plan, this webinar provides tools to help you take control with clarity and … Continue reading Managing Your Finances During and After a Divorce
Credit plays a vital role in achieving financial health, yet many people struggle to understand and effectively manage their credit. In this informative and engaging session, we'll dive into the fundamentals of credit, including how it works, how to establish and maintain good credit, and common mistakes to avoid. This workshop is being offered at … Continue reading Unlocking the Power of Your Credit
Credit plays a vital role in achieving financial health, yet many people struggle to understand and effectively manage their credit. In this informative and engaging session, we'll dive into the fundamentals of credit, including how it works, how to establish and maintain good credit, and common mistakes to avoid. This workshop is being offered at … Continue reading Unlocking the Power of Your Credit
Retirement is a major life transition that can be both challenging and deeply rewarding. This webinar will focus on the human factors that can help you add a new and … Continue reading Your guide to living well in retirement
When you make pretax contributions to your retirement account, taxes aren’t due until you withdraw your money in retirement. But what if you don’t withdraw the money? Well, the IRS … Continue reading Understanding Required Minimum Distributions (RMDs)
Social Security is an important source of income in retirement for most Americans. It provides disability, survivor and family benefits to many Americans, too. But all these benefits are not automatic, and how and when you claim them can affect how much you get. This webinar covers:• The basics of Social Security• How retirement benefits … Continue reading What you need to know about Social Security
Hear from the experts in our Wealth Chief Investment Office about key drivers of the markets and economy that are impacting investors.We’ll share views on:• The state of the U.S. economy and key market drivers• Factors influencing market volatility• Investing in public markets
Nearly a quarter of U.S. adults are in the "sandwich generation," caring for aging parents while supporting adult children. We’ll explore ways to navigate this challenging time without sacrificing your sanity or your retirement.You'll learn strategies to help you:• Prioritize your own financial needs and secure your retirement• Manage the costs of elder care and … Continue reading Navigating the sandwich generation: Financial strategies for the caregiving squeeze
It’s easy to think that how you approach money is all about formulas, facts and figures. The truth is, the decisions we make are influenced by other forces too—our own … Continue reading Money psychology: Beyond the numbers