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Take charge of your financial future this Financial Capability Month
April is Financial Capability Month, a time to empower individuals with the knowledge and tools needed to make informed financial decisions. Being financially capable isn’t about how much money you make, it’s about how you manage, save, and plan for the future. No matter where you are in your financial...
Thoughtful ways to show your mom you care this Mother’s Day!
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Thoughtful ways to show your mom you care this Mother’s Day!
Mother’s Day is all about celebrating the incredible moms in our lives—but showing appreciation doesn’t have to come with a hefty price tag. Whether you’re on a tight budget or just want to be mindful of spending, here are some heartfelt and cost-effective ways to make Mom feel special without breaking the...
Getting back on track with your New Year goals
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Getting back on track with your New Year goals
June 1st marks New Year’s Resolution Recommitment Day, the perfect time to check in on the financial goals you set at the beginning of the year. If you’ve drifted off course, don’t worry! It’s completely normal to lose momentum, but the good news is that it’s never too late to realign with your resolutions and make meaningful...
Affordable ways to celebrate dad this Father’s Day!
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Affordable ways to celebrate dad this Father’s Day!
Father’s Day is a time to show appreciation for all the amazing dads and father figures in our lives. But celebrating Dad doesn’t have to come with a big price tag! Here are budget-friendly ways to make Father’s Day memorable while keeping your finances in check.
Plan a fun, low-cost activity
Skip the expensive gifts...
Everything you need to know about the executor of a will
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Everything you need to know about the executor of a will
What does an executor do?
An executor is the person you name in your will to ensure your wishes are carried out after your death. Their responsibilities include:
Locating assets: Identifying and managing all assets, including bank accounts, property, and physical belongings
Contacting beneficiaries: Ensuring...
How to get a will for free
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How to get a will for free
Creating a will may not be the most uplifting task, but it’s one of the most important ways to protect your loved ones and ensure your wishes are carried out after you’re gone. Unfortunately, research shows that over half of Americans don’t have a will, including many parents. While wills can sometimes come with a cost, there are ways to get one...
What is life insurance?
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What is life insurance?
Life insurance is a policy that provides a payout, either as a lump sum or regular payments, if you pass away. The purpose of life insurance is to offer peace of mind by ensuring your dependents are financially supported if something happens to you.
When exploring your options, it’s wise to seek advice from an independent financial advisor to make...
How being more eco-friendly can save the planet and your wallet
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How being more eco-friendly can save the planet and your wallet
We’re more aware than ever of how our actions affect the environment, making now the perfect time to consider how you can live a more eco-friendly life and save money while doing it. Here are some easy and fun ways to make a positive impact on the planet and your finances.
Rethink your shopping habits
One of the simplest...
Selling a home – have you considered all of the costs?
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Selling a home – have you considered all of the costs?
Selling your home is often considered one of life’s most stressful experiences—and it’s not just the emotional toll. The financial side can also present significant challenges, with both expected and unexpected expenses to consider. Here’s what you need to know to prepare for the costs involved in selling a home.
Get...
How to have ‘the talk’ with your partner (about money)
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How to have ‘the talk’ with your partner (about money)
In 2025, talking openly about money is still a sensitive topic, so it’s no surprise that many couples avoid it altogether. But with financial issues being one of the leading causes of relationship stress, it’s crucial to have open and honest conversations about money. If you’re in a serious relationship and planning a...