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A guide to maximizing interest-bearing accounts

Shared Financial Goals Workbook for Couples

A strong financial partnership begins with open communication and shared goals. Our free couples' financial workbook is designed to guide you and your partner through honest conversations, goal-setting, and strategic planning. Build trust, align your financial priorities, and create a roadmap to achieve your dreams together. Download now to start your journey!



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Family Finances

Fall In Love with Addition Financial Joint Memberships and Family Accounts

Discover the benefits of joint accounts and family memberships with Addition Financial, and learn how to simplify shared finances with loved ones.

A professional woman in a blazer holds a tablet and discusses financial details with a smiling couple in a bright office setting.
Family Finances

How to Set Up Joint Account Protection Measures

Learn essential tips to protect your joint bank account, from setting boundaries to using strong credentials, and ensure your shared finances stay secure.

A smiling bride and groom sit together under a decorated canopy, looking happy and excited on their wedding day.
Family Finances

Combining Finances? Get Prepared for Relationship Money Milestones

Learn how to navigate financial milestones with your partner and build a secure financial future together.

A smiling couple sits on a couch with a laptop and financial documents, discussing their finances in a bright kitchen setting.
Family Finances

5 Money Conversations to Have with a Partner or Spouse

Discussing money with your partner is crucial. Learn how to navigate conversations to build trust and achieve mutual financial goals in your relationship.

A couple sits on a couch, engaged in a conversation, with the woman smiling and listening attentively while the man gestures with his hand.
Family Finances Budgeting

5 Common Challenges for Couples Budgeting Together

Discover five common challenges couples face when budgeting together and learn how to navigate them for a financially harmonious relationship.

A smiling couple sits on a couch, looking at a tablet together, with the man’s arm around the woman.
Family Finances

Financial Goals for Couples: How to Create a Shared Plan

Learn how to create a shared financial plan as a couple, from setting goals and budgeting to building an emergency fund and managing debt.

Couple talking to a financial advisor.
Money Management

How Addition Financial Helps You Achieve Goals for the New Year

Learn how Addition Financial can help you achieve your financial goals with tailored services, educational resources, and effective financial tools.

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Security Fraud Prevention

Preventing Financial Fraud in 2025: Watch for these Money Scams Online

Learn how to protect yourself from financial fraud in 2025 by identifying and avoiding common online scams. Stay informed and secure your finances today.

Man and woman looking over their financial goals.
Money Management Financial Tools

Tracking Goals is Easier with These Financial Tools

Discover financial tools and strategies to simplify goal tracking, automate savings, and enhance your financial health.

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Money Management Financial Tools

How to Manage Your Money Better: A Budgeting Guide for 2025

Learn how to manage your money better in 2025 with our comprehensive budgeting guide, featuring tips, tools, and strategies for financial success.

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Money Management Financial Tools

7 Examples of Money Goals to Set for 2025

Set realistic financial goals for 2025 with tips on savings, debt repayment, retirement planning, and boosting income.

An older couple talking on the couch.
Holidays Financial Tools

Setting Goals for the New Year? How to Keep Financial Resolutions Realistic

Learn how to set and achieve realistic financial goals for 2025 with strategic tips and actionable steps to ensure your financial resolutions succeed.