Resources | Addition Financial Credit Union

May 24, 2021 | The Sum Up High School

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

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

The Sum Up Kids Early Financial Education

May 15, 2021 | The Sum Up High School

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

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.

Apr 29, 2021 | Money Management The Sum Up Investing

The Sum Up: 11 Questions to Ask Financial Advisors

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.

Apr 7, 2021 | College Money Management The Sum Up

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

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.

Mar 25, 2021 | Money Management The Sum Up

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

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

Mar 7, 2021 | Money Management The Sum Up

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

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.

Mar 1, 2021 | Money Management The Sum Up

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

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

Feb 9, 2021 | Credit Cards The Sum Up

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

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

Jan 25, 2021 | Money Management The Sum Up Investing Retirement

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

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

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.

The Sum Up: millennials denied credit cards

Dec 30, 2020 | Credit Cards The Sum Up

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

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.

Dec 15, 2020 | Credit Cards The Sum Up

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

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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Beginner's Guide to Charitable Donations