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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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Addition Financial Wrapped: 2024 in Review
Events News Foundation

Addition Financial Wrapped 2024: Our Year in Review

Reflecting on 2024, Addition Financial highlights community support, digital upgrades, financial literacy, and awards.

Couple outside their car. Woman is on the phone, man is grabbing luggage.
Holidays Security Fraud Prevention

Traveling for the Holidays? Here's How to Avoid Financial Fraud

Stay safe during holiday travel by learning how to protect your finances and avoid scams.

Woman looking at her laptop.
Money Management Holidays

Your Guide to a Comprehensive End-of-Year Financial Review

Conduct a comprehensive end-of-year financial review to assess your progress, see areas for improvement, and set goals for a financially secure future.

Couple holiday shopping, looking inside shopping bag.
Holidays

6 Tips for Finding the Best Holiday Deals

Find the best holiday deals with tips on price comparison tools, coupons, newsletters, offers, and loyalty programs to maximize your savings this season.

Woman hand holding cash, typing into a calculator.
Holidays

Holiday Gift Guide That Won't Break the Bank

Discover budget-friendly holiday gift ideas perfect for everyone on your list, and learn how to save more with thoughtful exchanges this season.

Man looking at his phone holding a credit card
Holidays

How to Set A Holiday Shopping Budget You Won't Go Over

Learn how to set a holiday shopping budget, avoid overspending, and enjoy a stress-free festive season with practical tips and strategies.

The Addition Financial Foundation posing with the Inspire of Central Florida team.
Foundation

How Addition Financial Gives Back to Its Local Community

Learn how Addition Financial supports the Central Florida community through education, financial literacy, and charitable initiatives.

Two women looking at a phone together, one holding a coffee cup, in a modern office setting.
Security Fraud Prevention

How to Spot and Avoid Charity Scams

Learn how to protect your charitable donations from scams and ensure your contributions reach legitimate organizations.

Smiling couple unpacking boxes together in a cozy living room.
Financial Tools

How Do Tax Deductions Work for Charity Donations?

Learn how to maximize your charitable donations for tax deductions and ensure your contributions align with your financial goals.

Money Management

The Ultimate Guide to Charitable Tax Deductions and Tax Credits

Learn how to maximize your charitable donations and enjoy tax benefits with our ultimate guide to charitable tax deductions and credits.

Volunteers in blue shirts handing a meal to a man at an outdoor food distribution event.
Money Management Holidays

8 Tips for First-Time Donors This Season of Giving

First-time donor? Learn essential tips to make your charitable giving impactful and fulfilling this season.

Two smiling volunteers holding blue cones and talking in a sunny park.
Money Management

How to Incorporate Charitable Giving into Your Financial Plan This Season

Learn how to incorporate charitable giving into your financial plan this season to make a positive impact while maintaining financial stability.