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Should I Get More Life Insurance if I Have Some Through my Employer?
Should I Get More Life Insurance if I Have Some Through my Employer?

Yes, you should.  If you leave your employer (whether by your own choice or theirs), you would be offered the chance to continue paying the premiums (the monthly or annual cost to you) for that...

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Personal FinanceErica HartwickMarch 13, 2018
What Can I Spend 529 Dollars on?
What Can I Spend 529 Dollars on?

In order to avoid taxes or penalties on 529 dollars, remember to keep all of your records as you must report the expenses to the IRS. You want to add up tuition and fees, room and board, computers...

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Personal FinanceErica HartwickMarch 13, 2018
What Are The Benefits of Saving For College in a 529?
What Are The Benefits of Saving For College in a 529?

The first is that your investment grows tax free.  The second benefit is that withdrawals aren’t taxable as long as they are used to pay qualified higher education expenses.  Third, the owner of the account...

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Personal FinanceErica HartwickMarch 13, 2018
What Kind of Life Insurance Should I Buy?
What Kind of Life Insurance Should I Buy?

The two primary types of life insurance are Term, (expires after a specified number of years) and Permanent (which lasts until you die) and there are pros and cons to each and different varieties of each...

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Personal FinanceErica HartwickMarch 13, 2018
Why Should I Have Life Insurance?
Why Should I Have Life Insurance?

Some reasons to have life insurance: To replace your lost income for your family. Your spouse may need to take additional time off from working and could use the life insurance to replace their income during...

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Personal FinanceErica HartwickMarch 13, 2018
Your Accounts Online
Your Accounts Online

Where do I go online to look at my accounts? You have THREE places you can access your accounts online – each delivers account information a bit different than the others.

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Category 1Erica HartwickMarch 7, 2018
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The Learning Center is intended for general informational purposes only and is not designed to offer specific recommendations, or to be advice to buy or sell securities. HWM may not offer or recommend all investments or account types discussed in this learning center.


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