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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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budget friendly vacations

Jul 1, 2022  |  Money Management Saving Tips Budgeting

12 Budget-Friendly Travel Destinations for Your Next Vacation

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This list of twelve budget-friendly travel destinations for your next vacation includes options for both domestic and international travel.

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Making it Count Season 3 Finale

May 11, 2022  |  Money Management Making it Count

Season 3 Finale: A Real Financial Consultation

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Listen and read along below to learn how a financial consultation can help you get on the right path with your money.

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Life, Auto, Home & Health Insurance

Apr 7, 2022  |  Money Management Making it Count

Insurance 101: Life, Auto, Home & Health

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Take a listen below as our hosts interview two insurance experts and then go out and review all of your policies to make sure you are appropriately insured!

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Life Insurance with Pre-Existing Conditions

Mar 22, 2022  |  Money Management Retirement

7 Considerations for Purchasing Life Insurance with Pre-Existing Condition...

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The 7 considerations we have included here will help you understand your options for life insurance with pre-existing conditions & choose the best policy.

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Life Insurance Agent

Mar 18, 2022  |  Money Management

The Pros and Cons of Hiring a Life Insurance Agent

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Hiring a life insurance agent can help you evaluate your options. Make sure they are licensed & ask plenty of questions to ensure you choose a good policy.

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Life Insurance Cost

Mar 13, 2022  |  Money Management Retirement

10 Factors that Determine Average Life Insurance Cost

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You can use your knowledge of the 10 factors we’ve listed here to minimize your cost and choose the coverage amount that offers the protection you need.

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Whole Life Insurance

Mar 9, 2022  |  Money Management Retirement

How to Compare Term vs. Whole Life Insurance Rates & Quotes Online

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The information we have included here will help you compare your options between term and whole life insurance and make the best choice for you.

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Types of Life Insurance

Mar 5, 2022  |  Money Management Retirement

6 Types of Life Insurance Explained w/ Expert Recommendations

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The advice from our experts can help you understand the six types of life insurance and which coverage is best suited to your needs.

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Travel Health Insurance

Feb 24, 2022  |  Money Management

When Do You Need International / Travel Health Insurance?

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It can be difficult and expensive to obtain medical care when you’re away from home. Travel health insurance can provide you with treatment if needed.

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Curbing Unhealthy Money Habits

Feb 24, 2022  |  Money Management Making it Count

Money + Lifestyle Part II: Curbing Unhealthy Money Habits

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Learn strategies on how to identify any financial “don’ts” and how to turn them into “do’s” on this episode of Making it Count!

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Medical Savings Account

Feb 20, 2022  |  Money Management

Medical Insurance Plan Savings Accounts: HSA vs. FSA vs. HRA

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Opening a medical savings account is one of the best ways to prepare for the unpredictable. Here’s what you need to know about HSA, FSA and HRA accounts.

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Self-Employed Health Insurance

Feb 16, 2022  |  Money Management

8 Self-Employed Health Insurance Do's and Don'ts

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Find basic information about how to get self-employed health insurance, plus 8 do’s and don’ts to help you understand your options and responsibilities.

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