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Money Management Financial Tools

Our Best Money Advice & a Personal Finance Checklist

Here is our best money advice for successful financial management, including creating a budget, saving, setting financial goals, investing, and controlling debt.

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College Money Management High School Budgeting

Budgeting Advice for Students Who Want to Build Money Knowledge

Learn essential budgeting advice for students! Discover tips on common money mistakes to avoid, & how to balance fun & savings.

IRS Sign
Security Fraud Prevention

Tax Season Safety: How to Avoid IRS Impersonation

Avoid IRS impersonation scams this tax season with our guide on recognizing red flags, reporting scams, and protecting your personal information.

Woman looking at documents for filing her taxes.
Money Management

9 Tips for Filing Your Taxes Late

Filed your taxes late? We got you! Here are 9 last-minute tips to ensure you can file your taxes confidently this tax season.

11 Popular Online Scams You Should Watch Out For
Security Fraud Prevention

11 Popular Online Scams You Should Watch Out For

Protect your money by learning about 11 popular online scams and how to avoid them. Stay informed to safeguard yourself from potential fraud.

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Business

A Look at Addition Financial's Women In Leadership

Learn how Addition Financial celebrates Women's History Month by spotlighting our amazing women leaders within the company.

7 Strategies for Managing Your Money in Retirement
Retirement

7 Strategies for Managing Your Money in Retirement

Learn how to effectively manage your money during retirement with these seven strategies. From budgeting to investing, ensure a comfortable financial future!

A Guide to Financial Management at Each Financial Life Stage
Money Management Saving Tips Retirement

A Guide to Financial Management at Each Financial Life Stage

A comprehensive guide to financial management at every stage of life, offering essential tips and strategies for setting and achieving financial goals.

5 Pros & Cons of Opening a Retirement Account in Your 20s

5 Pros & Cons of Opening a Retirement Account in Your 20s

Learn about opening a retirement account in your 20s, including the pros and cons, accounts types, and contribution tips, for early retirement planning.

IRAs, 401ks, and More: How to Prepare for Retirement
Retirement

IRAs, 401ks, and More: How to Prepare for Retirement

Prepare for retirement with smart money management strategies. Learn about IRAs, 401(k)s, and more to secure a comfortable retirement.

How your credit union can support you as a victim of fraud
Fraud Prevention

How Your Credit Union Can Support You as a Victim of Fraud

Becoming a victim of fraud can become an overwhelming and stressful occurrence. Discover how your credit union can support you during this event.

5 Benefits of a Money Market Account
Money Management Saving Tips Investing

5 Benefits of a Money Market Savings Account

Discover the benefits of a money market savings account, including higher interest rates, liquidity and more! Find out if this account is right for you.