couple video chatting with extending family about financial issues

Tips for 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...


woman deciding whether to lend money to a friend

5 Questions to Ask Before You Lend Money to a Friend

Most of us don’t think twice about buying a coffee or picking up tab for a friend who’s low on cash. But what about when a friend asks you for a more significant loan? Before you answer yes or no, ask yourself these questions. They can help you decide if you should lend money to a friend. Why Do They Need It?     While you wouldn’t norma...


adding an authorized user to your credit card

Adding an Authorized User — What You Need to Know

If you have a credit card in good standing, chances are you have received communication from the credit card company offering you the opportunity to add an authorized user to your account. It’s a quick, easy process. But there can be real financial consequences if you’re not careful about who you allow to charge on your account. Here’s what y...


financial considerations when getting remarried

Financial Considerations When Getting Remarried

Preparing for marriage is always an exciting, joyful time. There are also financial considerations to take into account, and this is particularly true of couples who are remarrying after divorce or death of a spouse. Addressing these concerns before saying “I Do” can help minimize questions and concerns for both the couple and their extended fa...


spenders and savers

5 Ways Spenders and Savers Can Find Common Ground

If you believe the old axiom “opposites attract,” you won’t be surprised if you find yourself in a relationship with someone who’s different from you. But when money habits are one of those differences, your partner’s quirks can quickly go from charming to alarming. It is definitely challenging for spenders and savers to navigate being in...


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...


young siblings saving their allowance money in matching piggy banks

Use Kids’ Allowances to Teach Financial Lessons

Kids and allowances. It’s one of those hot-button parenting topics on which everyone is guaranteed to have an opinion, and they’re all going to be different. We’re not here to weigh in on whether or not you should give your kids an allowance. That’s a decision for every family to make based on their unique financial circumstances. But if yo...