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Change the way you think about budgeting

If you've never had a budget before, you're not alone. A 2019 survey from CFP Board(Opens in a new Window) showed that 2 in 5 consumers have never had a budget before.1 A lot of people think of budgeting very negatively, Winnie Sun, co-founder of Sun Group Wealth Partners told CNBC(Opens in a new Window), "It’s sort of like telling someone they need to diet and eat healthy."2

Recent Blogs:

woman smiling at phone when typing in her debit card

Published October 24, 2024

As credit card balances have reached record breaking highs over the last year, one goal many Americans have made has been to pay down their debt.1 Aside from freeing up room in your budget, paying off credit card debt has another added benefit: it will usually help you raise your credit score.

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man taking notes while on phone

Published October 24, 2024

As credit card balances have reached record breaking highs over the last year, one goal many Americans have made has been to pay down their debt.1 Aside from freeing up room in your budget, paying off credit card debt has another added benefit: it will usually help you raise your credit score.

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person using laptop

Published August 21, 2024

Paying off your debt is a fantastic goal for countless reasons. It frees up money each month that would otherwise go towards payments and improves your credit score by lowering your credit utilization.

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Your credit score is an important part of your financial well being. If your credit score needs improvement, these are some things that a lot of people don't realize they're doing that could be hurting their score. These are easy to correct habits that will make a big impact on your credit score.
 
person using laptop

How to Budget for Your Home Purchase

Published July 17, 2024

A lot of buyers find themselves caught off guard with all the expenses associated with buying a home. From closing costs, down payments, and inspections, to moving, we break down all the expenses you'll come across when buying your home.

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Student Loans 101

Published June 16, 2024
It's important to know the ins and outs of student loans, from understanding what happens when you submit your FAFSA, to what happens when you're in school, and what happens to your loans when you graduate.

































person looking at computer

Is Buy Now Pay Later Right For You?

In the last five years, buy now, pay later services have exploded in popularity. As a consumer, you may be asking yourself how these buy now, pay later services work.

person looking at laptop

Strategies for Paying Off Debt

If you're feeling overwhelmed with debt, know that you're not alone.
 
person looking at computer

4 Steps for Making Your Budget

Whether you're just starting with your budget or you've been at it a while, creating a budget is a key part of your overall financial well-being.