Mom and dad conducting a family financial audit with their kids

How to Conduct a Family Financial Audit

With the school year in full swing and the holidays quickly approaching, it’s the perfect time to do a family financial audit. Don’t let the sound of it intimidate you. It simply means taking the time to evaluate expenses that affect the whole family and seeing where you can make adjustments to save money. Now that doesn’t sound so bad, right...


Happy older couple reviewing finances on a tablet

Five Ways to Help Aging Parents Navigate Finances

Use of technology among senior citizens continues to skyrocket, but many older Americans have difficulty using technological tools for financial matters, preferring instead the same methods they have always used. If your aging parents are experiencing financial challenges, here's how you can help: Real-Time Banking Twenty years ago, you could wri...


Mixing Family and Finances

Mixing family and finances can lead to delicate situations. Whether you’re seeking help or willing to assist a loved one in need, it’s important to take steps to preserve your relationships before money switches hands. In this educational series, we’ll tackle some of the tough financial situations that loved ones face. We’ll equip you wi...


Tips for Assisting the Boomerang Generation

Millions of Americans belong to "Generation Boomerang," a term now used to describe 20-somethings who move back in with their parents after graduating college or after several years in the workforce. In some cases, this younger generation moves back home by choice. Others are forced to following significant financial challenges affecting their a...


How to Start the “Money Talk” with Your Partner

The first big "money talk" can be a pivotal moment in any committed relationship. You can prevent much stress and friction in a relationship by simply opening up the doors of communication, and keeping them open. To help you get started, we have nine tips you can use to make the most of your first big money talk.   Set a Date Don't try to have a...


How to Help Loved Ones with Money Problems

When family or close friends are in trouble, it’s natural to have a desire to help. However, when dealing with finances, you should take a few precautions before jumping in. For instance, do you know lending money isn’t always the right option? The tips below will help you evaluate different scenarios and develop the appropriate course of actio...