Learn and plan

Short-term financial goals you can complete in January

Goal setting is important, it just may take changing up your approach and choosing short-term, attainable goals to keep you motivated to the finish line. Here are some actions you can take in January to improve your financial life and set a positive, inspiring tone for the rest of the year. 

Financial wellness tips to form good money habits in the New Year

Financial wellness plays an important role in our overall well-being because the more in control we feel of our money and financial situation, oftentimes the more empowered we feel about being able to reach our goals and live our life to the fullest.

Helpful reminders on end-of-year charitable giving

During the season of giving and goodwill, many people make donations to charity. Nearly one-third of annual donations happen in December, often inspired by the holiday season, year-end bonuses, and potential tax write-offs.

Year-end retirement planning checklist

Before the end of the year arrives, you may want to check in on your finances, including taking steps that can help maximize your retirement savings for down the road. Creating a sound retirement plan can be instrumental in closing potential savings gaps, aligning your income and expenses, and meeting your financial goals for the future.

Practicing gratitude to help improve your financial health

As we enter a season focused on thankfulness, here’s how gratitude can help with your financial wellness and ways to incorporate it into your daily life.

Top 5 budgeting tips to help you avoid overspending during the holidays

By setting some ground rules for yourself and creating a holiday budget, you can help prevent overspending and can celebrate the season without the increased stress and worry. Here are five tips to help you budget for holiday spending.

Ways you can protect your financial information from cyber threats

A cyber attack occurs every 39 seconds, affecting one in three Americans every year, and due to the rise in cybercrime in 2021, there were nearly 850,000 reports of financial losses. Here are tips to help you keep your information safe.

What you should know before filing your Free Application for Federal Student Aid (FAFSA)

To apply for federal student aid, the current or prospective student will need to complete the Free Application for Federal Student Aid (FAFSA). Let’s take a closer look at the FAFSA and tips and tricks to simplify the student aid application process.

Saving for your child's college education

Sending a child to college is an important goal for many families, but it can be challenging as the cost of higher education continues to rise each year. Let’s explore these funding options and how they can help save for a loved one’s academic future.

What to know about filing a life insurance death claim

The claims process is usually not complicated and can be completed by following some basic steps. Here’s how you can help ensure a smoother life insurance claims process.

Changing financial focus for new empty nesters

Will you be excited for this new chapter or have a hard time adjusting? While this transition can be bittersweet, many personal and financial opportunities can arise from an empty nest.

Tips for saving on back-to-school shopping

While the cost of these items can add up quickly, there are many ways to tackle back-to-school shopping without breaking the bank. Here are some useful tips for saving money on school supplies as you kick off a new semester.

Budget-friendly ideas for summer fun close to home

With inflation rising and gas prices soaring to record highs, you may be thinking twice about summer vacations. Fortunately, there are a variety of fun things you can do close to home that won't require filling the tank and breaking the bank.

A growing number of millennials seek crowdfunding for final expenses

The majority of funeral fundraisers are millennials, who have taken to the platform as a way to pay for final expenses. While crowdfunding has gained popularity, it isn’t a guarantee.

Dad’s best budget tips and tricks

This Father’s Day, we wanted to pay tribute to the advice and wisdom our Dads have imparted to us over the years. So, we asked our employees to share the best DIY money-saving tips their Dads ever gave them.

Summer vacation savings plan: how to budget for a vacation

Taking a summer vacation is a fun and exciting experience for the whole family, but it can get expensive quickly. Fortunately, there are a variety of ways to get away and have a great time without breaking the bank. Here are some suggestions.

Motherly advice: best financial tips from mom

This Mother’s Day, we wanted to reflect on the wealth of knowledge that moms, aunts, grandmas, and women we love have shared with us over the years. So we asked our employees to share the best financial advice their mothers or motherly figures ever gave them.

How to live sustainably on a budget: eco-friendly money-saving tips

Going green doesn’t have to be a burden to your budget. Keeping sustainability sustainable is easier than you may think.

Tips for financial spring cleaning

As the weather gets warmer, spring is on our minds. And with the changing of the seasons comes an opportunity to get refreshed and reorganized.

How to be heart smart

February is American Heart Month, so it’s a good time to focus on your health to help avoid potential medical issues, such as heart attacks and heart disease.