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Unlock the Vault: A Guide to Utilizing Financial Resources
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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.
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: 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.
End of Life Planning 101: 8 Critical Florida Probate Rules
To help you out, here are eight critical Florida probate rules you should know as you work on your will and end of life planning.
Money + Love Part I: Are We Financially Compatible?
Welcome to Part I of our Money + Love mini series where hosts Cristina and Will discuss financial compatibility in relationships with three special guests.
10 Best Practices for Preparing a Last Will and Testament
The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.
Money + The Holidays Part III: Wrapping Up Your Finances at EOY
We wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year.
The Sum Up: 4 ways shopping for the holidays is going to be different this year
A recent story on CNBC detailed the results of a survey about holiday shopping, including four ways this holiday season will be unlike any other.
Money + The Holidays Part I: Holiday Financial Preparation Tips
This episode is all about ways to prepare financially before the holidays and is part one of our Money + The Holidays mini series.
The Sum Up: How Credit Unions are Responding to COVID-19
A recent article highlighted the important role that credit unions have played as our society adapts to social distancing and stay-at-home orders. We’re proud to be part of the solution.
Episode 1: Retirement Strategies for People Under 40
On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people under the age of 40.
7 Personal Finance Basics All High Schoolers Should Learn
High schoolers study a variety of subjects, including everything from computer science to ancient history. But there’s one thing they should learn that they usually don’t: personal finance basics.
