Personal Finance May 2024

How do you save money during the summer?

May 2, 2024

Summer is around the corner! For those of us in the colder regions of the U.S., the warmer months present us with options we longed for during the winter, but how do we take advantage of the warm weather? What are some ways we can save over the summer? Check out local opportunities: If you are like me, you may miss some of the great events or opportunities that are available in your community....

Blog articles

Tax time financial review and decisions

April 18, 2024

Plan Well, Retire Well

As the April 15 tax deadline has just passed, most people have filed their income tax returns. What are you planning to do with your tax refund or how are you planning to pay any tax amount due? Knowing what to expect when filing your taxes can help you plan what decisions to make next. If you...

Finish this story

4 white houses surrounding a red house with a blue background

How does my credit affect renting?

March 21, 2024

Credit history plays a significant role when looking for housing. While I live in a college town with many housing options, finding a home anywhere can be difficult if you have a poor credit history. A credit check involves more than just a three-digit number. In a bustling city like...

Finish this story

Events

May 14, 2024

Estate Planning 101: Know the Basics
Get an estate planning checklist and much more. Have you ever felt overwhelmed when you heard "estate planning"? In this session, we hope you become less fearful of estate planning, learn some basic concepts and terms related to estate planning, and gather resources to aid you in getting your...

June 12, 2024

Smart Saving Strategies
Build peace of mind for a better financial future Building healthy and sustainable savings habits can be overwhelming when starting from scratch. In this session, we will explore some simple strategies that can help you improve your financial future. Explore Additional Webinars in the Money...

Bills rolled up in a jar with a label that says Emergency Fund

July 9, 2024

Financial Emergency Preparedness for Older Adults
Learn how to prepare for financial emergencies, plan, recover, and rebuild. Disasters and other emergencies can disrupt your finances and your sense of normal. In this session, you will learn ways to organize and manage your finances, develop valuable resource lists, and ways to reduce anxiety and...

July 10, 2024

Keys to Financial Security
Gain tools to improve financial well-being Do you feel your financial plan needs a refresh? Financial planning can be short-term, long-term, or ideally both. Discover smart steps to focus on your financial security and work toward improving your financial well-being. Explore Additional Webinars...

Fighting to Save Money Podcast

In this podcast episode, we discuss barriers associated with short-term and long-term savings goals, and provide strategies and resources to help address those barriers and start saving more.