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A guide to maximizing interest-bearing accounts

Free Checklist: Financial Spring Cleaning

Ready to tidy up your finances? We created a spring cleaning checklist to help you do just that. Get ready to walk through each area – from your budget to your investments – with detailed action steps for each. That way, you can be sure you’re on the right track this season and beyond. Download now to get organized!

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College High School

How to Begin Teaching Kids & Teenagers About Money, Investing & Stocks

Investing is something a lot of us don’t think about until we’re adults. Here are some tips to help you teach your teenager or kid about investing & stocks.

The Sum Up High School

The Sum Up: How to Open a Brokerage Account for Your Kids

A recent article in US News talked about the importance of teaching kids how to manage money & invest it while they’re still young.

Family Finances

8 Personal Finance & Money Management Habits for Kids & Teenagers

We asked some financial experts which money management habits they thought kids and teens should learn. Here are eight that we recommend.

The Sum Up Kids Early Financial Education

The Sum Up High School

The Sum Up: Giving kids an early financial education pays off in the future

A recent story on CNBC took reviewed scientific studies and talked to people who learned about finances at an early age to see how it has impacted their lives.

Making it Count Security Fraud Prevention

Season 2 Finale: Ponzi, Pyramids & MLMs… Oh My!

Learn all about Ponzi schemes, pyramid schemes and multi-level marketing strategies in Making it Count’s season two finale!

Financial Tools Family Finances

11 Recommended Kids’ Money, Chore & Allowance Apps

Using a kids’ money app, a kids’ allowance app, or even a chore app can make it fun and interactive for kids to learn personal finance basics.

Financial Tools Family Finances

Money Lessons 101: Financial Education / Literacy for Kids & Teens

There are lots of important lessons for kids that you can impart as a parent. Here’s what you need to know to build financial independence in your kids.

On the + Side

On The + Side: Van Gogh, Burgers and Inclusion

It’s more important than ever to focus on self-care and compassion. Tune in for our latest people-helping-people stories and wellness-boosting resources.

Money Management The Sum Up Investing

The Sum Up: 11 Questions to Ask Financial Advisors

US News recently published an article with questions to ask a financial advisor before you commit to hiring them. Here are the questions we recommend.

Making it Count Family Finances

Money + Kids Part III: Teaching Kids Over 13 Financial Basics

Learn how to introduce your teen to the world of credit cards, debit cards, and investing in Part III of our Money + Kids mini series.

Money Management

What are the Benefits of Hiring a Financial Advisor?

If you want to achieve financial security & meet your long-term goals, the benefits of hiring a financial advisor are clear – and laid out in this article.

Financial Planning for College Graduates

College Money Management

6 Financial Planning Tips for College Graduates

By using the financial planning for college graduates advice we have included here, you’ll be able to build a strong financial future.