Category: Tip of the Month

5 Tips on How to Track Monthly Expenses

Keeping tabs on what you spend isn’t hard. It just has to become a habit. But here’s the good news: Studies show that it only takes an average of 66 days to form a habit. A little over two months. With these easy ways to…

7 Ways to Start 2025 with Fresh Finances

Here we are in yet another new year. The obligations and celebrations are over. Chances are, you’ve spent a fair amount over the holidays and might need a plan to help kickstart 2025 with some actionable financial…

5 Tips to Keep End-of-Year Spending Under Control

It’s that time of year again. Halloween has just come and gone – and now we’re hurtling headlong into Thanksgiving and Christmas. For holiday shopping, it’s tempting to turn a blind eye and put everything on your…

6 Things To Know About Annuities

Annuities are one of many products that folks have in their nest egg. But first, what exactly is an annuity?Simply put, itâ??s a contract with an insurance company that promises to pay the buyer a steady stream of income in the future.

7 Reasons You Need a Will

Drafting a will is not something that people, for the most part, want to think about. But no one gets out of life alive. So if you want to have a say in what happens to your property and assets after you’re gone, a…

School Choices that Lead to Financial Independence

For many parents and kids, living independently after college or trade school has been a challenge – a big one, thanks to rising inflation, student debt, and high rent. However, whether your kids are headed for a university or a hands-on…

Summer Reading List for Personal Finances

Since it’s summer and reading lists are top of mind, now’s the perfect time to expand your knowledge of money management and wealth building. So, whether you’re a retiree, a beginning saver or even a…

6 Financial Tips for New Dads

There are probably few things as exciting and daunting as becoming a new dad, especially when it comes to finances. But we’ve got you! Here are a few tips to help you turn those challenges into opportunities…

6 Ways to Use Your Tax Refund

Gosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve been craving might be running through your mind. However, as unexciting as this sounds, you might want to spend this…

 
 
 
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