Category: Fianancial Planning
Financial Terms Decoded: Your Guide to Banking Jargon
October 23rd, 2024
When it comes to banking and finance, there are some keywords that you should be familiar with. Knowing the common banking jargon is a smart way to ensure you can effectively manage your accounts and understand exactly what you are dealing with when it comes to money. Here are some of the most commo...
Financial Wellness in 2024: Avoiding Common Money Mistakes
July 8th, 2024
If you’re looking for a solid resolution for the new year, consider your financial wellness and put it as a top priority in 2024. With a little help from the finance pros, savvy consumers can plan now and make smart financial decisions that can change the whole year. Financial Missteps You Need to...
Maximizing Your Money: Is a High Yield Checking Account Right for You?
May 8th, 2024
When it comes to checking accounts at your local bank or credit union, savvy millennials and Gen Z savers should be aware that all accounts are not created equally. Checking accounts are a necessity, but they typically don’t offer interest. If you’re looking to maximize your money and make smart...
7 Expert Tips for Staying Safe Online & Avoiding Financial Scams
March 27th, 2024
As hackers continue to expand their digital bag of tricks, avoiding financial scams and identity theft has become mission critical. According to the Federal Trade Commission, more than 2.1 million fraud incidents were reported in 2020, with consumers suffering upwards of $3.3 billion in losses. Thos...
Top 10 Financial Tips for Millennials
August 17th, 2022
As a millennial, you’re part of a unique and special generation. You’re probably at the exciting stage in life where you’re just starting out — or you’re beginning that career climb. Undoubtedly you want to avoid some of the financial pitfalls that have befallen previou...
The Ultimate Cheat Sheet – What Is A Good Credit Score?
October 27th, 2021
What Is A Good Credit Score? That can depend on what you’re trying to accomplish. Most people want to know more about credit scores because they’re trying to borrow money, usually in the form of a mortgage, vehicle loan, or other significant loan. The majority of credit scores opera...
How to Make a Budget for Your Holiday Shopping This Year
September 29th, 2021
The holidays are a time of joy, light, and celebrations when families and friends gather from near and far to spend time together. The season is certainly a special time of year. Yet all the celebrations, the travel, the entertaining, the gift giving, and the food and drink that is associated with t...
Make a Monthly Budget that Works for Your Family [5 Online Tools]
August 18th, 2021
Americans today exist in precarious financial situations. CNBC Money reports that 49% of Americans live paycheck-to-paycheck, meaning they spend every dime of their monthly income with little left for saving. In fact, Americans save so little that 61% of us have not saved enough ...
How Technology Can Help You Manage Your Finances
December 23rd, 2020
Managing your money isn’t as simple as it sounds. With more and more financial services being offered online, many of us no longer balance a checkbook or know our bank account balance. Tracking expenses to stay on a budget seems more difficult. Fortunately, there are apps to ...
7 Mistakes to Avoid with a Debt Consolidation Loan
May 28th, 2020
Securing a debt consolidation loan and paying down your obligation can fast-track you to an improved credit rating and financial stability. But success requires personal vigilance and fiscal responsibility. Needless to say, not everyone trying to consolidate debt achieves their goal of financial fre...