Financial resources to help you on your wellness journey.
Financial Wellness Hub
A Wealth of Custom Financial Tools
Wherever you are in your financial journey, we are committed to helping you reach your goals. We understand that everyone’s path is different, and are proud to offer a variety of tools, tips and resources to help you manage your money more effectively. From creating a budget, to investing, even insurance, Money Bright features tons of tools to help you take control of your finances. Plus, you can customize your experience based on your interests, goals and money milestones on your horizon.
Check it out today – content changes weekly, so there’s always something new to explore!
Check it out today – content changes weekly, so there’s always something new to explore!
The Role of a Financial Advisor
Financial advisors can play a pivotal role in helping clients make informed decisions, but does it make sense for you?
Should You Work with a Financial Advisor?
A financial advisor can be a helpful ally at many stages of your financial life, but you might find one is especially handy in a few situations.
Fee or Commission? How to Pay a Financial Advisor
There are two main payment structures for advisors, fee-only and commission-based. There's also a third category, fee-based, that's a bit of a hybrid of the first two. Which is right for you?
What is Fiduciary Duty?
What is fiduciary duty and why should you make sure your financial advisor has fiduciary duty to you.
How to Choose a Financial Advisor
What to look for when you are looking into hiring a financial advisor.
What to Expect From a Financial Advisor
A financial advisor can help you make sense of your current financial status and put a plan into place for the future.
How to Get the Most From Your Financial Advisor
The steps to take to get the most out of your experience with a Financial Advisor.
Get Your Burst of Financial Advice
Simplify your finances with Money Burst, our hub for quick and easy personal finance tips and hacks to save more, invest well, and hit your individual goals. Whether you want to learn some lesser known budgeting tips or what you can do to make the most of your tax return, Money Burst can help with new videos available every week.
Free Financial Wellness Webinars
Through our free webinars you can learn about various financial topics to improve your financial life.
Learning Center
Helpful resources and guides are just a click away.
