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The Sum Up Open Brokerage Account

The Sum Up: How to Open a Brokerage Account for Your Kids

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A recent article in US News talked about the importance of teaching kids how to manage money & invest it while they’re still young.

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The Sum Up Kids Early Financial Education

The Sum Up: Giving kids an early financial education pays off in the futur...

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A recent story on CNBC took reviewed scientific studies and talked to people who learned about finances at an early age to see how it has impacted their lives.

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The Sum Up: Financial Advisor

The Sum Up: 11 Questions to Ask Financial Advisors

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US News recently published an article with questions to ask a financial advisor before you commit to hiring them. Here are the questions we recommend.

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The Sum Up Workforce COVID-19

The Sum Up: Tips for Graduates Entering the Workforce During COVID-19

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A recent article on Indeed offered some advice & guidance for college students & graduates as they prepare to enter the workforce. Here’s what to know.

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The Sum Up Digital Banking Survey

The Sum Up: Digital Banking Survey – 76% Of Americans Bank Via Mobile App

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In a recent Forbes article, experts discussed how the pandemic affected mobile banking, which features are the most and least popular .

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The Sum Up Tech Acceleration

The Sum Up: The Rise Of Tech Acceleration In The Banking Industry

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A recent Forbes article talked about the ways that the pandemic has impacted technology for credit unions. Here are some of the key points and takeaways.

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The Sum Up ID Theft Unemployment

The Sum Up: Beware of identity theft scam involving unemployment benefits

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According to the Journal of Accountancy, there has been a rise of unemployment claims linked to identity theft. Here’s what you should know.

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The Sum Up Credit Card Fraud COVID

The Sum Up: Credit card fraud will increase due to Covid pandemic, experts...

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Taking some simple precautions will minimize the chances that your card information will be stolen or used to make fraudulent purchases.

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The Sum Up Non Traditional Families

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours...

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A recent article in Kiplinger talked about what steps people with non-traditional families should take while estate planning and preparing wills.

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The Sum Up Digital End of Life

The Sum Up: A digital approach to end-of-life planning

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A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

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The Sum Up: millennials denied credit cards

The Sum Up: Nearly 1 in 5 millennials has been denied a credit card this y...

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A recent article on CNBC revealed some interesting trends for both the country as a whole and for Millennials in particular. Here’s what you need to know.

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The Future of Consumer Payments

The Sum Up: The Future of Consumer Payment Methods in a Post-Covid-19 Worl...

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A recent article in Payments Journal outlined the evolution of payment methods. Here are the key things we think you should know.

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