Step 12 of 12 Steps to Financial Wellness-Review and Tweak
Congratulations! You’ve reached the 12th and final step of the 12 steps to financial wellness. In this step, we’ll review each of the previous steps and adjust this part of your financial health as necessary. Step 1: Track your spending Are you being responsible in tracking your spending? You can do this with a budgeting Read More »
The Benefits of Having a Checking Account
Checking accounts offer a secure, accessible place to store funds. If you are considering opening a checking account at a bank or credit union, or you already have one, here’s what you need to know about this account’s benefits and how to best manage it. Easy access to your funds Checking accounts offer easily accessible Read More »
How to Diversify Your Savings Portfolio with a Share Certificate
Did you know that your savings portfolio should be diversified just like your investments? Financial experts recommend giving your savings as much chance at growth as possible. Let’s take a look at an especially great choice for diversifying your savings: a share certificate. What is a share certificate? A share certificate is an insured savings Read More »
Step 11 of 12 Steps to Financial Wellness-Start Investing
With your retirement funds up and running, you’re ready to give your money its best chance at growth through your choice of investment options. The world of investing can be vast and confusing, especially to a first-timer. There are so many decisions to make, and each one carries with it the risk of loss, or Read More »