Spending & Budgeting

Couple discussing meeting with a planner looking over documents.

Tax planning opportunities you might not be aware of

Tax planning is not just an opportunity to reduce your tax bill; it is also an opportunity to build up your financial assets with creative strategies.
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Feeling stressed about money?

Take these three steps and start the new year off right
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6 ways to organize your bills

Making sure all of your bills are paid on time every month can be a tedious and time-consuming task.
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Is your wedding budget ready for the reception resurgence?

Wedding celebrations largely took a hiatus after the COVID-19 pandemic was declared in 2020.
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Using sinking funds to afford special occasions all year long

Is it too early to start thinking about the holidays?
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United States Capitol at dusk and a flag flying

How the expanded child tax credit payments work

If you have children, read more to learn about how the child tax credit payments may affect you.
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Build a healthier budget using the 50/30/20 rule

Imagine simplifying your financial life while meeting all of your goals.
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Do you have a budget?

Making sure that you have a plan for your money is an important step in reaching your financial goals.
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Your post COVID-19 budget: Rediscovering what’s “essential”

Although 2020 brought along many challenges, we encountered lasting lessons that may help provide a roadmap for the future, and many of these insights came from new financial realities.
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10 Ways to budget and save money in the New Year

The start of a new year is an exciting time, and many people think about ways to improve their financial health and habits.
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5 key areas of your life to streamline to save time and money

Most of us want to save time and money throughout the day. Whether your schedule is jam-packed or you just wish there were a few more hours in the day, being able to do less on your own and still get things accomplished probably sounds nice.
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Three steps to help manage your debt

Make a plan. Reduce your debt.
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How homebuyers can cut closing costs

You hear a lot about the down payment required to buy a home, but closing costs are also a significant consideration. You can’t eliminate all or even most of these costs, but there are steps you can take to reduce them.
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Are you prepared to overcome the financial impact of a natural disaster?

Preparing for the unknown may seem like a daunting task now but has the potential to help you in the future.
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Save $1,378 or More by Completing These 7 Money Challenges

Managing finances properly takes planning and commitment, but sometimes we need an extra push to really cut costs. If you’re drowning in debt or struggling with living paycheck to paycheck, you might be in need of a drastic change.
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How to choose the best mortgage

Unless you can buy a house entirely in cash, finding the right house is only half the battle. The other half is choosing the best type of mortgage. Since you'll likely be paying back your mortgage over a long period of time, it's important to find a loan that meets your needs and your budget. When you borrow money from a lender, you're making a legal agreement to repay that loan over a set amount of time – with interest.
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Why have an emergency savings fund?

Because, life happens. You deserve to feel good about your finances, even when life catches you off-guard.
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Establishing good money habits video

No matter what you are seeking in life, establishing good spending and savings habits is the key to achieving your goals and to help better your overall financial wellness.
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10 ways to save more with minimal effort

Saving money can be challenging. Fortunately, there are many ways to save more. The following tips don’t require much effort at all so you can build an emergency fund without even really trying.
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