Blog

Volunteers in blue shirts handing a meal to a man at an outdoor food distribution event.

8 Tips for First-Time Donors This Season of Giving

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First-time donor? Learn essential tips to make your charitable giving impactful and fulfilling this season.

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setting financial goals

4 Strategies for Setting Financial Goals for the New Year

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Setting goals is one of the best ways to build good financial habits. In this guide, dive into four strategies for setting financial goals for the New Year.

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holiday budget

8 Steps to Build a Business Holiday Budget (w/ Template)

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Building a business holiday budget is a necessary step for any business owner who wants to avoid overspending during the holiday season.

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holiday marketing

11 Holiday Marketing Tips & Strategies to Make the Most of the Season

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For many small businesses, holiday marketing plays an essential role in meeting annual goals for sales and profits.

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Money + The Holidays Part III: Wrapping Up Your Finances at EOY

Money + The Holidays Part III: Wrapping Up Your Finances at EOY

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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.

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Credit Card Tips

8 Credit Card Tips for Maximizing Your Reward Points on Holiday Shopping

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It will be easy to maximize your reward points if you use the eight credit card tips we’ve included in our latest blog post.

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The Sum Up Shopping for the Holidays

The Sum Up: 4 ways shopping for the holidays is going to be different this...

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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.

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Credit Card Points Game

Money + The Holidays Part II: Playing the Credit Card Points Game

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Learn all about maximizing your reward points and cash back this holiday season from returning guest Heidi Pauley and special guest Kevin Wright.

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How to Use Credit Card Points

How to Use Credit Card Points to Save on Gift Giving this Holiday Season

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Here are some tips to help you make the most of your credit card points and give thoughtful gifts to the people you love.

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Money + The Holidays Part I: Holiday Financial Preparation Tips

Money + The Holidays Part I: Holiday Financial Preparation Tips

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This episode is all about ways to prepare financially before the holidays and is part one of our Money + The Holidays mini series.

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Financial New Years Resolution

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

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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.

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Year End Bonus

Average Year-End Holiday Bonus Amount & Savings Plan

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If you’re lucky enough to work for a company that gives you a year end bonus, then you might be wondering what to do with that money when it hits your bank account.

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