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How to Build Credit

Building Credit How do you build credit? How it Works A good credit score has a major impact on your finances, so it’s important to start out strong. In this Coach session, learn how to build a credit score for the first time or boost an already decent score, and create a plan with options that work for you. To …

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Looking at Budgeting

Looking at Budgeting A practical budget can be a result of collaborative conversations you can have in your household as you plan how to manage your money. . Starting Points Your budget is your blueprint for keeping cash flow positive, and for sticking to your saving goals. Whether you’re single, supporting others, or have a partner, it’s essential to have …

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Early Withdrawals From Retirement Savings

Early Withdrawals From Retirement Savings Whether you find yourself laid off from work, facing a medical emergency, or confronted with a situation that you’re financially unprepared for, it may be tempting to withdraw from retirement savings—but there are penalties and consequences you need to consider before doing so. Early Withdrawal Penalties There are serious consequences to accessing your retirement funds …

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Health Insurance Options

Health Insurance Options Learning how to navigate health insurance could save your health and your bank account. Health insurance can help you pay for the medical expenses you and your family might encounter. In general, most health insurance plans cover the cost of doctor and hospital visits. Some also include dentist visits, physical therapy, and alternative care. Types of Insurance …

Webinars

WebinarsEnjoy live and recorded interactive events on relevant financial topics Thank you to all who joined our last webinar! Our latest webinar covered budgeting tips from the experts. We spoke with our partners at Greenpath Financial Wellness to get an insider perspective on how to own your budget instead of it owning you. We discussed the ins and outs of …

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Preparing For a Baby

Preparing For a Baby Tips for families who have an little one on the way! Are you adding a child to your family? Congratulations! Whether you’re a parent, guardian, grandparent, or another expecting relative, parenthood is a fulfilling experience that requires careful planning and consideration. As with any major life change, if you have a better grasp of the financial …

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What is a HELOC?

What is a HELOC? What is a HELOC and how does it work? A home equity line of credit (HELOC) is a line of credit that allows you to tap into your home’s equity or the difference between what your home is valued at and how much you owe on it. How it Works Like a credit card, a HELOC is a …

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5 Steps to Prepare for a Big Purchase

5 Steps to Prepare for a Big PurchaseWhat does it take to decide on a big purchase? A financial journey typically includes several twists and turns – such as understanding how to manage spending, build savings, and control debt. There might be “speed bumps” in the form of unexpected changes in income. Along the way, you might also navigate milestone …

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Vacation Planning

Vacation Planning and Budgeting Planning a trip this year? Here’s what to know about traveling in 2021 and how much you should spend. Where Can You Go? As of April 2, 2021, the CDC has stated: “People who are fully vaccinated with an FDA-authorized vaccine can travel safely within the United States.” While extra safety protocols are still being practiced in many …

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Talking To Your Partner About Money

Talking To Your Partner About Money Do you know how to have productive conversations around your finances? When it comes to talking with a spouse or partner about money, many people shy away. It can be scary—but it doesn’t have to be. Positive and frequent communication is key. Talk Often A great way to reduce the stress of talking about …