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Money Saving Advice
Money Management Saving Tips Budgeting

Debunking Budgeting Myths with Expert Money Saving Advice

Here are some of the most common budgeting myths and expert money saving advice to make the most of your money.

Long Term Financial Goals
Money Management

How to Set (and Stick to) Long-Term Financial Goals

Regardless of your age and financial circumstances, you probably have long-term financial goals. Perhaps you want to retire early, fully fund your kids’ college educations or own your dream home. ...

The Sum Up Wall Street 2020
Money Management The Sum Up Investing

The Sum Up: Almost Everything Wall Street Expects in 2020

With many of our Addition Financial members coming to us for investment and retirement advice, we thought we’d take a look at the coming year and make some recommendations based on the financial ...

Short Term Financial Goals
Money Management

7 Short-Term Financial Goals with Examples to Try in 2024

The seven goals we’ve listed here – along with suggestions on how to achieve them – can be your jumping-off point for a financially healthy new year!

Financial Resolutions
Money Management

Are You Planning Financial Resolutions & Smart Financial Goals?

There’s something about the end of one year and the start of a new one that makes us wish for a clean slate. It’s an opportunity to do things differently – specifically, to do them better. That’s why ...

Financial New Years Resolution
Money Management Holidays

How to Define Your Financial New Year's Resolutions for 2023

New Year’s resolutions don’t need to be complicated. In fact, they can be very simple. Here are some pointers to help you make the right ones this year.

Year End Financial Checklist
Money Management

Try Our Year-End Financial Planning Checklist

If year end financial planning is on your mind, you’re not alone. At Addition Financial, this time of year is when our valued members come to us with questions about what should be on their year end ...

Christmas Gifts on a Budget
Money Management Holidays Budgeting

How to Handle Christmas Gift Shopping on a Budget

Whatever the reason, it’s important to find a balance between buying gifts for everyone on your list and putting yourself in debt. At Addition Financial, we understand – and we’re here to help. ...

Cheap Christmas Gifts for Coworkers
Money Management Holidays

9 Cheap Christmas Gifts for Coworkers (Under $10)

At Addition Financial, our members sometimes ask us for suggestions of cheap Christmas gifts for coworkers. We understand that the key is to choose something thoughtful that’s affordable but not ...

Meaningful Christmas Gifts
Money Management Holidays

8 Meaningful Christmas Gift Ideas for Big-Hearted Givers

At Addition Financial, holiday season visits from our members often turn into conversations about budgeting and gift giving. Here are eight ideas for meaningful Christmas gifts for the people in your ...

5 Christmas Party Food
Money Management

The Ultimate List: Christmas Party Foods, Games & Decorations

At Addition Financial, we love the holidays! We’ve put together this list of Christmas party food ideas, Christmas party game ideas and Christmas party decoration ideas to help you host the party ...

4 Best Time to Buy Patio Furniture
Money Management

Here are the Best Times to Buy Living Room & Patio Furniture

Our Addition Financial members ask us for advice about buying furniture sometimes. We’re happy to be able to tell them the best times to buy living room furniture or patio furniture. Here’s what you ...