Saving for a comfortable retirement is important! Learning about how Individual Retirement Accounts (IRAs) can help boost your retirement savings can help set you up for a bright future. Join our own CEO, Theresa Trimble, for a Personal Finance: Boost Your Savings with an IRA Webinar on Tuesday, March 4, 2025, from 12:00 – 1:00 PM...Read More

Written by Chris O’Shea How much to budget for some common surprise expenses. According to a recent report, 56 percent of American adults have dealt with a “surprise expense” within the last year. The average cost of that expense was a whopping $5,500. What does that mean? It means a healthy emergency fund is necessary. Here’s a...Read More

We are proud to share our beautiful new, limited edition calendar featuring Chinese paintings by Julia Burke! Check out each month below. January 2024  February 2024 March 2024 April 2024 May 2024 June 2024 July 2024 August 2024 September 2024 October 2024 November 2024 December 2024Read More

In honor of America Saves Week, we’re hosting pop-up branches in DC and St. Louis throughout the week. Tuesday, 4/9, 11 AM – 2 PM: DC – Martin Building CafeteriaWednesday, 4/10, 11 AM – 2 PM:DC – NY Avenue Building LobbySTL – Outside the HUBThursday, 4/11, 11 AM – 2 PM: DC – International Square,...Read More

Written by Jean Chatzky Is There a ‘Right’ Amount of Emergency Funds to Have Saved?  Do one thing: If you don’t have a separate emergency fund set up outside of your main checking account, open one and set up an electronic funds transfer to move a specific amount – say $20 to start – from...Read More

Everything is expensive, and you want to get a good deal when buying something. When you’re shopping for a big-ticket item, it pays to do your homework and ask for a deal. These five items are good things to negotiate the price to buy. They can say no, but the answer will automatically be no if you...Read More

Written by Chris O’Shea Tips for Financial Planning Month Financial planning for your future is important and should be a priority. Take advantage of this time of year and tighten up your finances. Here are some things to try. Examine Your Goals One fun way to celebrate financial planning month is to think about your...Read More

Article Written by Chris O’Shea Some common money missteps to avoid with your financials. It can be easy to make mistakes with money. It’s easy to make mistakes with anything. However, with money, there are certain pitfalls that are easier to avoid than others. Here are some common money mistakes that can be avoided with...Read More

Written by Jean Chatzky When it comes to teaching children about money—including the importance of saving for the future—it’s smart to start early. And it’s really up to us, the parents, family members, and mentors of the next generation, to drive these points home. While it may seem a little daunting, building a strong financial...Read More

Written by Jean Chatzky Social media influencers make an old-school budgeting plan popular again Have you heard about the new “cash stuffing” trend on TikTok? There is a slew of short videos on the social media site that demonstrate how to take the cash from your paycheck and then divide it up into categories by...Read More