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Blog & Tools
Between you and your money, you can make it happen. We can help.
Money Tips
How to use a digital wallet
What’s a Digital Wallet?
Digital Wallet, Money Tips, Financial Freedom
A digital wallet is software that allows you to make payments right from your phone, easily navigate online checkouts and gain extra security. Ready to swipe right?
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Person watching webinar on laptop with coffee
Managing Financial Stress
Webinar, Money Tips, Budget
Learn practical steps to address financial anxiety, like how to develop a savings and spending plan that includes debt reduction, ways to improve communication with your family about common goals and tips on how to increase your cash flow to reduce stress.
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Free Webinar: Woman on Computer
Managing Your Money in Uncertain Times
Webinar, Money Tips, Budget
Learn money management tips and tools to better understand your personal finances. Topics including knowing where you stand, using what you have, saving, budgeting and changing your financial habits to get you through uncertain times.
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Summit Financial Advisors
Planning for Marriage: Financial Tips for Women
Relationships, Marriage, Money Tips
Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your financial situation.
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Four women walking with yoga mats
Gain Control of Your Health Care Costs
Health, Money Tips, Red Shoes
Does just thinking about health care costs give you a headache? We feel your pain! But don’t worry. We have a six-step, cost-management plan that could have you feeling better in no time.
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young family saving money
How to Save Money While Raising a Family
Money Tips, Financial Freedom, Family
You know saving money is essential to create the life you want for you and your family, but between shuttling kids and managing meals, it can be tough to find the time to think about a savings strategy, let alone act on it.
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