Mutually Speaking

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Four Tax Tips for Military Members

March 12, 2026

Taxes are confusing, and when your career involves several relocations, income earned in multiple states (and countries), and a variety of benefits that come from different sources, they can become even more complex. The good news is that serving in the military comes with a number of tax advantages. Once you know about them, preparing…

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The Basics of 529 Plans

May 26, 2021

A 529 plan, also called a qualified tuition plan, is a tax-deferred savings and...

Understanding Emergency Funds

May 3, 2021

No one wants to get hit with the unexpected cost of a new roof or have to deal with a...

Children’s Financial Literacy

April 20, 2021

Your children’s financial literacy starts with you. By teaching them to form good money...

Financial Spring Cleaning

March 2, 2021

Spring is just around the corner and that means spring cleaning. It’s time to clear out...