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Elder Financial Exploitation

April 19, 2019 | Money Smart for Older Adults/

The Older Americans Act defines elder financial exploitation quite broadly, as “the fraudulent or otherwise illegal, unauthorized, or improper act or process of an individual, including a caregiver more

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Teach Children to Save

April 1, 2019

Teach Children to Save (TCTS) is presented by the American Bankers Association Community Engagement more

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Savings - How Do You Compare?

February 11, 2019

We often hear that saving money is a challenge. A recent survey shows that nearly more

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50-30-20 Budget Rule

January 3, 2019

There are as many ideas about budgeting as there are financial writers. While it’s important to find a more

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2019 Financial Review

January 1, 2019

An annual financial checkup is as important for your finances as a physical is for your health. You can review your financial goals, determine where you are in reaching them, and more

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Financial Education - the Holiday Gift that Keeps Giving

December 10, 2018

The holidays are here, leaving many of us wondering what on earth to give as gifts. We browse the “gift set” more

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Managing Your Checking Account

November 25, 2018

After you open your account, it’s important to keep track of your money. Today there are more ways than ever to monitor your account and avoid unnecessary more

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Raising Money Smart Kids

November 17, 2018

It's never too early to teach your kids about handling finances, more

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Pay Yourself First

September 25, 2018

Everyone knows they need to put money into savings – to buy a home, pay for unexpected expenses, for retirement – but while we may have good intentions, there’s often nothing left from our paychecks to save. This is where one of the best, and easiest, ways to save money comes in – Paying Yourself more

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Red Flags for Elder Financial Abuse

September 25, 2018

A recent survey by the American Journal of Public Health revealed that nearly one in 18 older adults falls prey to financial fraud or abuse, to the tune of $36.5 billion per year. And while declining cognition is associated with a 33% increase in scam susceptibility, even healthy older adults can fall victim, more

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How Do I Determine My Net Worth?

September 20, 2018

Your net worth is a figure that can be useful in putting together your budget and determining how close you are to reaching your financial goals. It’s a snapshot of your overall financial picture – your assets (things you own) minus your liabilities (debts you owe.) While it can sound intimidating, you can determine your net worth in three more

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The 52 Week Money Challenge

July 1, 2018

A recent survey shows that nearly 50% of Americans can’t come up with $400 in an emergency without using a credit more