GreenPath

GreenPath is a credit counseling service that offers counseling and training on personal and family budgeting, improving your credit score, debt repayment and more.

Principal Financial

Principal Financial assists with insuring income, investments for retirement or education and retirement planning to make sure you’re on track. Whether it’s short- or long-term financial goals, they have you covered on all fronts.

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Paying bills and managing debt

The key to help you stop living paycheck to paycheck is simple (and yet so difficult): budgeting. Whether you’re trying to manage your personal checking account, save up for a down payment on a new home, or just manage your monthly bills, having a good budget can help take the stress out of payday. Here are some resources to help you get started:

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Value of investments

Setting the stage for a comfortable retirement involves determining how much you need to save and developing a roadmap to pursue your goals.

There can be a lot to consider with retirement planning strategies, but one thing is for sure—it’s never too early or too late to start saving.

We invite you to set up a complimentary appointment by calling 800.991.2221 or filling out our appointment form here to meet with one of our CFS4 Financial Advisors.

In the meantime, explore other investment blogs here.

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Prepare for the unexpected

In uncertain times like these, many feel insecure or anxious about their job or where their next paycheck may be coming from. Check out these resources below as a starting point on how to react to today’s events.

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Path to Homeownership

The process of buying a home can be daunting, but it doesn’t have to be. We have experts here to help you every step of the way toward affordable homeownership.

Set up a complimentary appointment by calling 800.991.2221 or fill out our online form here.

To help you get started, explore articles, podcasts and videos about homeownership in our mortgage library.

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