Financial Education Resource Center
10 Best Practices for Preparing a Last Will and Testament
The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.
Money + The Holidays Part III: Wrapping Up Your Finances at EOY
We wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year.
7 Common Examples of Credit Card Fraud & Online Shopping Scams
In this article we cover seven common examples of credit card fraud and online shopping scams that you should know about.
9 Must-Have Credit Card Protections for Safety & Security
It is essential to protect your credit cards. Here are the nine must-have credit card protections you need now.
The Sum Up: The Future of Consumer Payment Methods in a Post-Covid-19 World
A recent article in Payments Journal outlined the evolution of payment methods. Here are the key things we think you should know.
What to Do if You Notice Unauthorized Transactions On Your Card
It can be stressful to experience credit card fraud but following the simple steps we have outlined here will limit your liability and minimize your risk.
Credit Freeze vs. Credit Lock: Is There a Security Difference?
We've compiled information to help you understand the differences between a credit freeze and lock: when to use each, how to use them and how to decide.
Real Talk: Why You Need an Estate Plan in 2023
Understand the basics of estate planning and how to start protecting your assets in 2023 by listening to the latest episode of Making it Count.
Money + The Holidays Part II: Playing the Credit Card Points Game
Learn all about maximizing your reward points and cash back this holiday season from returning guest Heidi Pauley and special guest Kevin Wright.
Money + The Holidays Part I: Holiday Financial Preparation Tips
This episode is all about ways to prepare financially before the holidays and is part one of our Money + The Holidays mini series.
Try This HELOC & Home Equity Loan Calculator to See Which is Right for You
To make an informed decision about whether a home equity loan or a HELOC is right for you, you’ll need to understand the differences between them.
Best Home Improvement Loans That'll Have You Ditching Your Store Credit Cards
Home improvement loans offer an easy & affordable way to get out from underneath high interest rates and get the money you need to pay for your expenses.
HELOC vs. Home Equity Loan: 15 Pros and Cons to Consider
Home equity loans and HELOCs each have their pros and cons. You’ll need to weigh your options to determine which type of lending makes sense for you.
The Sum Up: How to Use Home Equity in Retirement
A recent US News article looked at several options to use your equity in your home to partially fund your retirement. Here’s what you need to know.