Investments

A 401(k) plan is an employer-sponsored retirement plan that offers several income tax benefits for those looking to save for retirement.

Mutual funds give you the ability to invest in a diversified portfolio of stocks, bonds, cash equivalents or other investments without requiring you to invest a large amount of money.

Brokerage accounts allow you to invest in a wider array of securities products, including:

• Mutual funds.

• Stocks.

• Bonds.

• Exchange-traded funds.

Saving for college is a priority for many families today, and a 529 plan gives you the ability to save for higher education expenses while receiving tax benefits not found in other investment options.