Reflecting on 2020: 5 Financial Industry Impacts
As we get closer to the end of 2020, we reflect on a most unusual year. Learn about five financial impacts that affected us and the industry this year.
Financial Planning
Why a Financial Plan Should Make Your 2021 Resolution List
What’s on your list of New Year’s resolutions? If you’d like to improve your financial life in 2021, a financial plan could be your most useful tool. Learn why a financial plan should make your list — and how you can stick to your resolution.
Happier Spending: Enjoy Your Money Guilt-Free
You work hard for your money. Give yourself plenty of opportunities to have fun with it! Learn how you can make spending more enjoyable — and grab our Happier Spending Worksheet so you can make your plan and put it into action.
You’re Invited: Join the Webinar and Create Your D.R.E.A.M. Budget!
Ready to be more intentional with your spending? Join our webinar and create your D.R.E.A.M. budget with cash-flow expert Nick True! Learn about Nick, get webinar details, and find the registration link inside.
Calm the F(inancial) Down
Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential election may cause some chaos — but it doesn’t need to make your financial life more hectic.
Credit Report and Score 101
Does understanding or improving your credit score seem like a mystery? Learn about the importance of credit and what goes into a credit score along with ways to improve each factor. Then watch your score tick up!
What Are the ‘Seasons’ of Financial Planning?
Are you familiar with the “seasons” of financial planning? As our lives change, the phases we experience as we work toward our goals evolve, too. Learn about these seasons and how you can adapt your financial plan to each.
Align Your Money With Your Values: Put Your Money Where Your Mouth Is
Do you put your money where your mouth is? Learn how you can create S.M.A.R.T. goals to help you position your money in a way that reflects both your current and aspirational values. Plus, you'll find examples and a handy worksheet you can use to develop your goals and put them into action, creating new habits along the way.
Your Uh-Oh Fund: Are You Proactive or Reactive?
How much should you keep in your emergency fund? Learn the purpose of an uh-oh fund, what it can cover — and how you can set yours up. Plus, our table can help you target the amount you may want to stash in yours.