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The Student Checking Account Starter Kit

Whether you’re in high school or heading off to college, opening a student checking account can help you establish financial well-being early on. This type of account is a great stepping stone to help you understand banking best practices while building basic money management skills. Use our free starter kit today to get started on the road to healthy finances.

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Jan 17, 2021 | Retirement

Living Will vs. Durable Power of Attorney: 8 Differences to Know

Here are eight differences between a living will and a durable power of attorney.

Jan 12, 2021 | 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.

Jan 8, 2021 | Money Management Retirement

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.

Jan 5, 2021 | Money Management Retirement

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.

Dec 4, 2020 | Making it Count Retirement

Real Talk: Why You Need an Estate Plan in 2023

Understand the basics of estate planning and how to start protecting your assets in 2023 by listening to the latest episode of Making it Count.

Oct 15, 2020 | Mortgages The Sum Up Retirement

The Sum Up: How to Use Home Equity in Retirement

A recent US News article looked at several options to use your equity in your home to partially fund your retirement. Here’s what you need to know.

Jul 31, 2020 | Making it Count Retirement

Episode 8: Retirement Strategies for People Over 40

On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people over the age of 40.

Jun 24, 2020 | The Sum Up Investing Retirement

The Sum Up: Why I'm investing in real estate to fund my retirement

A recent Business Insider article looked at the benefits of investing in real estate for retirement. Here are 3 strategies you may want to consider.

Apr 1, 2020 | Money Management Making it Count Retirement

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.

Mar 22, 2020 | The Sum Up Investing Retirement

The Sum Up: You could be losing money with these common investing mistakes

Avoid these retirement savings mistakes and you can be sitting comfortably at 65.

Feb 28, 2020 | The Sum Up Investing Retirement

The Sum Up: How Much Americans Have Saved for Retirement

Even more alarming is that 59% of people in their 40s have less than $100,000 saved for retirement and 41% have less than $50,000. Here’s what you need to know about saving for retirement.

Feb 24, 2020 | Investing Retirement

7 Retirement & Investment Myths that are Costing You Money

Here are seven of the costliest (and most persistent) retirement and investment myths we've heard from members.