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The Sum Up Workforce COVID-19
College Money Management The Sum Up

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

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.

Financial Goals Examples
Money Management

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

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.

Financial Considerations Children
Money Management Making it Count Family Finances

Money + Kids Part I: Financial Considerations for Having Children

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

The Sum Up Digital Banking Survey
Money Management The Sum Up

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

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

The Sum Up Tech Acceleration
Money Management The Sum Up

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

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.

The Sum Up ID Theft Unemployment
Money Management The Sum Up

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

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

Starting a New Career
Money Management Making it Count

How to Start Your Career with the Best Foot Forward

Learn how to financially prepare for this transition and how to stand out in a competitive job market with the help of our financial experts.

Achieving Post-Honeymoon Financial Bliss
Money Management Making it Count

Money + Love Part III: Achieving Post-Honeymoon Financial Bliss

Welcome to the third part of our Money + Love mini series where hosts Cristina and Will discuss achieving post-honeymoon financial bliss with three special guests.

Wedding Budget
Money Management Making it Count Budgeting

Money + Love Part II: Wedding Planning within Budget

Tune into part two of our Money + Love mini series, where we explore how couples can save money while planning the wedding of their dreams.

The Sum Up Non Traditional Families
Money Management The Sum Up Investing Retirement

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours)

A recent article in Kiplinger talked about what steps people with non-traditional families should take while estate planning and preparing wills.

Revocable Trust
Money Management Family Finances

When is the Right Time to Establish a Revocable Trust?

We’ll give you the information to understand what revocable trusts are, how they work and whether you should establish one as part of your estate.

The Sum Up Digital End of Life
Money Management The Sum Up Retirement

The Sum Up: A digital approach to end-of-life planning

A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.