News/Blog

Living a life of financial wellness means being happy with a lifestyle that’s within your means but doesn’t leave you feeling like you’re lacking. At the same time, financial wellness means money choices are governed by discipline and not by emotion. So how do you...

“Pay yourself first” is a catchphrase that refers to prioritizing your personal savings above other expenses. To achieve it, savings should be a fixed line on your budget that happens every month without fail.  Here’s how to pay yourself first:   1. Review your...

Now that you’ve started paying down debt, you and your partner have tackled big money issues, and you’ve mastered the art of spending mindfully, you’re now ready to think beyond your own needs by learning how to pay it forward.   Money management can sometimes...

Q: I’m looking to open a new credit card, and I’m unsure of my options. How can I find a credit card that best fits my lifestyle?   A: There are many types of credit cards. The one that’s best for you depends on your lifestyle, as well as your financial habits and...

Creating and deciding to stick to a budget is the easy part, but carrying through on your plan is the hard part. For many people, a big part of the gap between what they want to do and what they actually do is caused by their failure to spend mindfully. When every buy...

Communicating openly about how you manage your money is a big part of having an honest and trusting relationship. Here, we’ve compiled six tips to help guide you in this super-important conversation.   1. Plan in advance Broach the topic with your partner a few...

[You’ve tracked your spending, designed a budget for your monthly expenses, and you’re on a good path to financial wellness. In this next step, you’ll create a plan for paying down debt.] Consumer debt can be one of the biggest challenges to financial wellness. With...

Now that you’ve tracked your spending and kept a careful record of where your money goes over the course of a month, you’re ready to move onto the next financial wellness step: creating a budget. Budgets play a crucial role in promoting financial awareness, which...

Tracking your spending is the first step toward greater financial awareness and overall financial health. But mastering this skill is easier said than done. How can you track every dollar you spend when you make multiple daily purchases? We’ve outlined how to track...