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The Sum Up: Financial Advisor

The Sum Up: 11 Questions to Ask Financial Advisors

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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.

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Financial Basics Over 13

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

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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.

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Benefits of Hiring a Financial Advisor

What are the Benefits of Hiring a Financial Advisor?

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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.

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Financial Planning for College Graduates

6 Financial Planning Tips for College Graduates

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

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Financial Basics Under 13

Money + Kids Part II: Teaching Kids Under 13 Financial Basics

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Learn how to teach kids under the age of 13 the difference between saving, spending, and giving.

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Bi Weekly Savings Plan

The Expert Bi-Weekly Paycheck Budget & Savings Plan

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We’ve compiled some of our best tips & reached out to financial experts to give you the information you need to create a bi-weekly budget and savings plan.

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The Sum Up Workforce COVID-19

The Sum Up: Tips for Graduates Entering the Workforce During COVID-19

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A recent article on Indeed offered some advice & guidance for college students & graduates as they prepare to enter the workforce. Here’s what to know.

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Financial Goals Examples

How to Set SMART Short Term Financial Savings Goals (w/ Examples)

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In this post, we’ll share some SMART financial goals examples and give you some expert advice on how to set goals that will set you up for success.

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Mobile Banking App

11 Ways to Make the Most of Your Mobile Banking App

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There's no point in having a banking app on your phone if you aren't taking full advantage of its features. So, we’ve compiled a list of 11 ways to do so.

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Financial Considerations Children

Money + Kids Part I: Financial Considerations for Having Children

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Learn all the financial considerations that should be covered before having a child.

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The Sum Up Digital Banking Survey

The Sum Up: Digital Banking Survey – 76% Of Americans Bank Via Mobile App

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In a recent Forbes article, experts discussed how the pandemic affected mobile banking, which features are the most and least popular .

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Personal Finance Software

Our Favorite Personal Finance Software & Online Money Management Tools

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We’ve compiled a list of our favorite personal finance software with some help from financial experts. Here are the tools we recommend.

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