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A Financial Checklist for Newlyweds

By: American Heritage
06.12.20
Getting ready to tie the knot? The opportunity to take on life as a team is exciting, but having your lives so closely intertwined also means big changes for your lifestyle. Especially when it comes to managing your finances. Unfortunately, money can be a tricky topic for couples. In fact, it’s the number one thing married couples fight about.

6 Ways to Make the Most of Your Retirement

By: American Heritage
06.04.20
You want to enjoy your retirement. You’ve earned it! So, the last thing you want to do is worry about your finances. If you’re recently retired or soon will be, you want to make sure your money will last, especially during these uncertain times. Here are six keys to saving money and simplifying your finances in retirement.

Looking for Ways to Help During COVID-19?

By: American Heritage
05.28.20
It’s easy to feel frustrated and disconnected by the new challenges and safety guidelines surrounding COVID-19. For many of us, that makes us want to find ways to help and support our community. While there may be temporary limitations to our ability to get out of the house and do all the things we used to do, there are still plenty of ways that we can help our neighbors and community. Here are eight ideas to get you started.
A woman uses her laptop and smartphone to create her budget

Digitize Your Budget with These Online Tools

By: Holly Benedetto
05.21.20
Notebooks, graph paper, and saved receipts have played their part, but now digital budgeting tools have taken center stage. With the ability to track and sort your purchases in real time or pay bills automatically on your behalf, these handy tools are a necessity for getting your budget back on track. Overwhelmed by your options or don’t know what’s out there? We’ve compiled a list of some popular recommendations – including a few tools of our own!

4 Ways to Keep Your Savings Protected & Growing

By: American Heritage
05.14.20
You’ve worked hard to build up your savings. So you want to make sure they’re protected – and steadily growing – during today’s economic uncertainty. But right now, it may seem harder to grow your savings, especially when you want to avoid the risks that come with a volatile stock market. Keeping your funds protected in a federally insured financial institution is a smart way to avoid market risk.