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Financial Coaching

How To Send Money With Zelle Safely

Zelle® is a fast, safe and easy way to send and receive money with people you trust – like your babysitter, your fellow PTA mom, your son’s soccer coach, or your coworker. Whether you just enrolled ...
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Fraud & Scams
Financial Coaching

Ways to Protect Your Information Online

When it comes to keeping your information secure online, sometimes it’s a choice between convenience and security. While we know better – most of us (80%) reuse the same password across multiple ...
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Financial Coaching

5 Resources To Build Financial Literacy

According to most definitions, the term financial literacy refers to understanding how to effectively manage household finances, handle debt, create a budget, and build savings. Working toward ...
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Spending & Saving
Financial Coaching

5 Tips To Jump-Start Your Savings Plan

It’s human nature. We’re all wired to meet our immediate wants – whether it’s indulging in a tempting bowl of ice cream, spending more time than we planned scrolling through social media, or treating ...
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Financial Coaching

5 Ways To Make Money Resolutions That Stick

The new year is a time for new beginnings. Are you ready to make money resolutions that stick? Eliminating debt, learning new spending habits, or building savings are choices that can change your ...
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Financial Coaching

Scams and Risks Of Using Cash Apps

Today, cash transfer apps like Venmo, Square’s Cash App and PayPal are making it easier than ever to transfer money – in just a few swipes you can quickly transfer funds to a friend, split a lunch ...
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Financial Coaching

5 Tips For Preparing A Post-College Budget

After leaving college, it usually means the start of a new job, student loan debt to pay off, new living arrangements to pay for and other new expenses to cover. If you’ve been working with a budget ...
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Financial Coaching

Scam Alert: Beware Of Child Tax Credit Scams

The Child Tax Credit, a part of the American Rescue Plan Act of 2021, takes effect July 15, and the IRS is already seeing scams. The newly expanded Child Tax Credit (CTC) will provide advance CTC ...
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Financial Coaching

How to Protect Yourself from Scams

Scammers are always trying to con victims out of their information and money – and unfortunately, they’re often successful. They’re expert impersonators, using sophisticated technology and their best ...
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