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Personal Finance

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How can a spousal lifetime access trust (SLAT) benefit you?

Thrivent, May 2025

There are several ways to reduce estate taxes that can eat away at the wealth you want to transfer to your loved ones. One strategy is to create a spousal lifetime access trust (SLAT).

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What is a CD account & how does it work? 

Thrivent, April 2025

A certificate of deposit (CD) offers a low-risk way to grow money when you want to make the most of it in the short term. Here's what you need to know about these interest-bearing savings accounts.

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A complete guide to Social Security benefits

Thrivent, March 2025

Social Security provides income support to millions of Americans. Understanding how it works can help you maximize your benefits when you retire—and help support your family if you become disabled or pass away.

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A high-tech path to closing the racial wealth gap

Independent Banker, February 2025

OneUnited Bank's AI-powered financial wellness tool is designed to help the bank's customers make better financial decisions, reduce financial stress, and build generational wealth. 

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Credit card life stages: What kind of credit card is best for you? 

Old National, May 2024 

Whether you're looking for your first card, focused on building your credit, or aiming for premium perks, it’s helpful to understand which kind of credit card is a good match for your current financial stage.

See the story here.

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