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Long Term Financial Goals
Money Management

How to Set (and Stick to) Long-Term Financial Goals

Regardless of your age and financial circumstances, you probably have long-term financial goals. Perhaps you want to retire early, fully fund your kids’ college educations or own your dream home. ...

The Sum Up Wall Street 2020
Money Management The Sum Up Investing

The Sum Up: Almost Everything Wall Street Expects in 2020

With many of our Addition Financial members coming to us for investment and retirement advice, we thought we’d take a look at the coming year and make some recommendations based on the financial ...

New Year Savings Plan
Saving Tips

Our Favorite Savings Plan & Financial Tips for the New Year

At Addition Financial, we consider it our responsibility and our honor to help our members achieve their financial goals. We asked some financial experts for their best financial tips. Keep reading ...

Short Term Financial Goals
Money Management

7 Short-Term Financial Goals with Examples to Try in 2024

The seven goals we’ve listed here – along with suggestions on how to achieve them – can be your jumping-off point for a financially healthy new year!

Financial Resolutions
Money Management

Are You Planning Financial Resolutions & Smart Financial Goals?

There’s something about the end of one year and the start of a new one that makes us wish for a clean slate. It’s an opportunity to do things differently – specifically, to do them better. That’s why ...

Financial New Years Resolution
Money Management Holidays

How to Define Your Financial New Year's Resolutions for 2023

New Year’s resolutions don’t need to be complicated. In fact, they can be very simple. Here are some pointers to help you make the right ones this year.

Year End Bonus
Holidays Saving Tips

Average Year-End Holiday Bonus Amount & Savings Plan

If you’re lucky enough to work for a company that gives you a year end bonus, then you might be wondering what to do with that money when it hits your bank account.

Year End Financial Checklist
Money Management

Try Our Year-End Financial Planning Checklist

If year end financial planning is on your mind, you’re not alone. At Addition Financial, this time of year is when our valued members come to us with questions about what should be on their year end ...

Cheap Stocking Stuffer Ideas
Holidays

10 Popular and Cheap White Elephant Gifts & Stocking Stuffers

Here are ten ideas for cheap white elephant gifts – and we’ve thrown in some cheap stocking stuffer ideas as a bonus!

Christmas Gifts on a Budget
Money Management Holidays Budgeting

How to Handle Christmas Gift Shopping on a Budget

Whatever the reason, it’s important to find a balance between buying gifts for everyone on your list and putting yourself in debt. At Addition Financial, we understand – and we’re here to help. ...

Cheap Christmas Gifts for Coworkers
Money Management Holidays

9 Cheap Christmas Gifts for Coworkers (Under $10)

At Addition Financial, our members sometimes ask us for suggestions of cheap Christmas gifts for coworkers. We understand that the key is to choose something thoughtful that’s affordable but not ...

Safe Online Shopping
Credit Cards Holidays Fraud Prevention

8 Tips to Stay Safe Online Shopping this Holiday Season

At Addition Financial, we often have members ask us about safe online shopping. They want to know what they can do to protect themselves and their financial information. With that in mind, here are ...