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A guide to maximizing interest-bearing accounts

Holiday Spending Budget Planner

 The holiday season is the perfect time to show your appreciation for loved ones and enjoy festive activities and foods. However, with all the hustle and bustle, it’s easy to stress about financial strain. Preparing your budget can help you deck the halls without the worry of overspending. View our free budget planner to keep your holiday spending on track.  



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Pyramid Scheme Companies

Jun 9, 2021  |  Money Management Security Fraud Prevention

Watch Out for These MLM Scams & Pyramid Scheme Companies

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Here’s what you need to know about MLMs and pyramid schemes and how they work.

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The Sum Up: Financial Advisor

Apr 29, 2021  |  Money Management The Sum Up Investing

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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Benefits of Hiring a Financial Advisor

Apr 21, 2021  |  Money Management

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

Apr 17, 2021  |  College Money Management

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

Apr 15, 2021  |  Money Management Making it Count Family Finances

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

Apr 11, 2021  |  Money Management

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

Apr 7, 2021  |  College Money Management The Sum Up

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

Apr 2, 2021  |  Money Management

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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Financial Considerations Children

Mar 30, 2021  |  Money Management Making it Count Family Finances

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

Mar 25, 2021  |  Money Management The Sum Up

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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The Sum Up Tech Acceleration

Mar 7, 2021  |  Money Management The Sum Up

The Sum Up: The Rise Of Tech Acceleration In The Banking Industry

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A recent Forbes article talked about the ways that the pandemic has impacted technology for credit unions. Here are some of the key points and takeaways.

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The Sum Up ID Theft Unemployment

Mar 1, 2021  |  Money Management The Sum Up

The Sum Up: Beware of identity theft scam involving unemployment benefits

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According to the Journal of Accountancy, there has been a rise of unemployment claims linked to identity theft. Here’s what you should know.

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