There are plenty of financial products, like loans, mortgages and credit cards, that can help us achieve big goals. Unfortunately, financial services can also be incredibly restrictive, shutting those who could benefit the most from using them out.

It’s engagement season! Every year between Thanksgiving and Valentine’s Day couples all over the country take the first step toward marriage. Traditional engagements include the presentation of a diamond ring which can range in cost from modest to lavish. Discover the average cost of an engagement ring and learn more about saving for your special purchase. 

Refinancing your home is a useful tool that can help you make the most of your investment. However, you should carefully examine your goals and circumstances to determine if it is the right choice for you. Read on to learn more about the pros and cons of refinancing your home.

‘Tis the season for shopping and gift-giving! Between supply chain shortages and recent mass changes in employment, finding and purchasing presents for everyone on your list might be trickier than in years past.

With every new year comes the opportunity to make changes in your life. It may seem cliche, and you certainly do not have to wait for the start of a new year to make changes to your financial life. However, many enjoy the momentum they feel when they create resolutions for the new year. Here are five financial resolutions for the new year that could help you start fresh.

Follow these tips to plan for your resignation and protect your finances when you resign.

People are calling it The Great Resignation. In 2021 a record number of Americans have voluntarily resigned from their jobs, many in search of more pay, better working conditions, superior benefits, or more flexibility.

The holidays are a wonderful time for having fun, but they can also cause financial stress. If you are bracing yourself for the impact holiday shopping will have on your wallet, it may be time to approach your holiday spending with a new strategy. ‘No spend’ challenges are a new trend that can help you save money, break bad habits and reset your budget. This blog goes over some basic rules for a “no spend” challenge, as well as ways to complete your own with a seasonal twist. 

Before you walk down the aisle with your beloved, it’s a good idea to do some financial planning together. Check out our financial planning before marriage checklist to ensure future money woes don’t take away from your wedded bliss. 

As we move toward a cashless society, many parents wonder if it’s a good idea to give their kids debit cards or credit cards. There is plenty of debate about whether or not using cashless forms of payment is healthy for children. Learn more in this blog as we answer questions about kids and credit cards.

According to the American Dental Association, the cost of going to the dentist is the number one reason people avoid regular dental care. Unfortunately, neglecting your dental health care can have serious consequences and may end up costing you more money over time. Budgeting for dental work can be a challenge, and understanding dental costs can help you plan ahead.