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Snowball Your Savings – A Holiday Budget Companion
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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.
/719687266.jpg "The Sum Up Shopping for the Holidays")
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.
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.
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: 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 ...
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!
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 ...
