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Shared Financial Goals Workbook for Couples
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10 Best Practices for Preparing a Last Will and Testament
The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.
The Sum Up: Nearly 1 in 5 millennials has been denied a credit card this year
A recent article on CNBC revealed some interesting trends for both the country as a whole and for Millennials in particular. Here’s what you need to know.
Money + The Holidays Part III: Wrapping Up Your Finances at EOY
We wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year.
7 Common Examples of Credit Card Fraud & Online Shopping Scams
In this article we cover seven common examples of credit card fraud and online shopping scams that you should know about.
9 Must-Have Credit Card Protections for Safety & Security
It is essential to protect your credit cards. Here are the nine must-have credit card protections you need now.
The Sum Up: The Future of Consumer Payment Methods in a Post-Covid-19 World
A recent article in Payments Journal outlined the evolution of payment methods. Here are the key things we think you should know.
On The + Side: Holiday Lights, Avocados and Local Makers
We’ve enjoyed sharing the plus side of life with all of you this year! Check out our final On The + Side post for 2020.
What to Do if You Notice Unauthorized Transactions On Your Card
It can be stressful to experience credit card fraud but following the simple steps we have outlined here will limit your liability and minimize your risk.
Credit Freeze vs. Credit Lock: Is There a Security Difference?
We've compiled information to help you understand the differences between a credit freeze and lock: when to use each, how to use them and how to decide.
Real Talk: Why You Need an Estate Plan in 2023
Understand the basics of estate planning and how to start protecting your assets in 2023 by listening to the latest episode of Making it Count.
On The + Side: Giving Back, Virtual Classes and Local Additions
Giving back is important year-round, but the holidays are often the perfect time for us to put life into perspective and think about how to make our mark.
What is Cash Back and How Do Credit Card Points Work?
We’ve created this guide to help you understand the ins and outs of rewards cards, including cash back and points.
