4 Financial Planning Tools You Can Use Today

October is recognized as Financial Planning Month, which makes it the perfect time to pause, reflect, and get intentional about your money. With proper financial planning, you can begin building a path toward independence, security, and peace of mind. So, what exactly...

September is College Savings Month: Here’s Why 529 Plans Matter

As the school year kicks off, September is the perfect moment to recognize College Savings Month and to answer a question many families have: ‘How do I even start saving for college?’ The truth is, starting small makes a big difference. Even $25 a month can be the...

What’s The deal with Insurance?

Let’s be real - adulting comes with paperwork. Somewhere between figuring out how to file taxes and learning how to reset your Wi-Fi router, insurance enters the chat. It may not be glamorous, but health and life insurance are two of the most powerful tools you have...

The Numbers Don’t Lie: How Sqwire is Transforming Financial Lives Across America

88.9% of Users Take Action: Our Latest Survey Results Reveal the True Impact of Financial Wellness Education At Sqwire, we've always believed that financial education should do more than just inform - it should inspire action. But believing something and proving it...

Financial Literacy: Your Roadmap to a Brighter Financial Future

Financial Literacy Month may be over, but your journey toward confidence with money continues year-round. After all, financial education is a lifelong skill that helps you reduce stress, make smarter choices, and work toward lasting security. Whether you're building...

What Should I Do With My Tax Refund?

This is one of the most common financial questions people ask every spring—and for good reason. A tax refund can feel like a bonus, but it’s also a powerful opportunity to set yourself up for long-term financial success. According to the IRS, the average refund in...

Paying for College: A Financial-Wellness Approach

How do I pay for college? This is the No.1 question for a student (and often their family) as they navigate one of the most important decisions of their life. Financing higher education is not only critical but also complex. Scholarships and loans have...

Closeup of a calculator glowing against a dark background showing a laptop screen with a financial chart.

Strategic AR Financing: A Growth Tool, Not Just a Safety Net

Money is always top of mind when your job is keeping a business afloat. As a savvy leader, it behooves you to keep up with the latest, greatest tools and strategies to navigate both challenges and opportunities. Speaking of strategies: How do you feel about accounts...

Wooden letter blocks with the word Credit spelled out in the midst of scattered blocks.

Boosting Employee Credit Scores Transforms Workplace Performance

Many Hollywood greats have said that great directors helped draw out their best performances. It's the same in the workplace. As an employer, you set the stage for your people to perform their best. Like a director, you can approach your job from different angles in...

Thankful for You

As Thanksgiving approaches, the team at Sqwire is reflecting on what matters most. While the bigger picture speaks to things like health and loved ones, we're zooming in on the work we do, particularly the partnerships that have made our mission possible. Today, we...

National Preparedness Month: Money Matters When Life Throws a Curveball

Life is like the MLB's best pitcher, throwing all the zingers. From fastballs to curveballs to screwballs and more, it's hard to predict what's coming next. So it's best to expect the unexpected. Every September, National Preparedness Month serves as a reminder...

A person holding their arms out against a pink sky above the ocean.

National Wellness Month: The Link Between Mental Wellness and Financial Health

Wellness. It's definitely a buzz word these days. You'll find it hashtagged, TikTok'd, fyp'd, 'Grammed, blogged, headlined…you get it. All for good reason too. Wellness isn't simply a set of practices; it's a state of being. And it touches every single aspect of your...

A retail walkway decorated for the holiday season.

Bye Bye, Summer, Hello…Holiday Planning? A Practical Guide Stolen From the Retail Playbook

Summer is fading fast. Over in the retail world, they're already layering pumpkins on hay bales and launching holiday sales well before the first leaf has hit the ground. Although this jumpstart is met with mixed reactions from the general public, it carries a...

A man, woman, and two small children holding hands in a line, taking a walk.

Money Management for Kids: A Guide for Parents

Here's a fun—and surprising—finance fact: Research shows that kids as young as three years old can grasp basic financial concepts. Talk about a great opportunity for parents to share wisdom that can last a lifetime! Teaching children about money management early on...

Sqwire Welcomes a New COO

This year is turning out to be one of great growth here at Sqwire. To that end, we're pleased to announce that Madan Menon has joined the team as COO. Madan's collaborative, visionary spirit will undoubtedly be an incredible asset to our continued growth and...

Sqwire Welcomes New Vice President of Sales

We're pleased to announce a new member of the Sqwire team! In June, Mike Toms joined us as Vice President of Sales. With his background building and leading top-performing sales teams, Mike is the perfect addition to help us bring our financial literacy platform to...

Close up of a hand putting a coin into a white piggy bank.

Employee Perks That Pack a Punch? Start With Financial Wellness

In recent years, the employer-employee dynamic has undergone a sea change. Although workplace culture naturally evolves with social norms, the country entered a new and markedly different era during the pandemic, driven by changes in employee expectations,...

Close-up of doormat that says Home, with a heart for the O, and a pair of feet standing on its edge.

A First-Timer’s Cheat Sheet for Buying or Selling a Home

Homeownership hasn't lost its luster as the American Dream. The modern economy has made it more of a challenge, sure, but it's still on many Americans' To Do list in life. What's the big deal about owning a home? Financial freedom! Here at Sqwire, we have some pretty...

Be the Best Employer You Can Be: Support Financial Wellness in the Workplace

Today's employees want an employer that supports them to be better at work, at home, and in the community. At work, just as in their everyday lives, employees want to feel secure. So what's getting in the way of that ultimate goal? According to a recent survey...

Close up of straw hat, sunglasses, camera, and fruity drink.

Vacation Planning That Travels Well

Summertime is on the verge. When the calendar hits June 20, the new season ushers in a world of possibility. What will you do with those longer, warmer days? Aside from grilling and chilling, gardening and gathering, you might just want to get away from it all. ...

Financial Literacy Month: A Founder’s Tale

We can't wrap up Financial Literacy Month without telling a powerful story about passion and empowerment. Meet our founder, Danijel Velicki. Born in Croatia to an auto mechanic father and retail worker mother, Danijel, along with his older sister, grew up with an...

Financial Literacy Month: 5 Key Components of Financial Literacy

How well do you know your finances? No matter how you answer that question, there's no judgment here! We're here to help, whether you're a personal-finance whiz, a novice, or anything in between. April is Financial Literacy Month. Throughout the month, various...

Everyday Savings During Daylight Savings Time

As you spring forward for Daylight Savings Time, why not change more than your clock? Now is a great opportunity to shed some extra light on your everyday expenses and discover new avenues for savings. In this blog post, we'll explore practical strategies to find more...

National Credit Education Month: Do You Know Your Numbers?

March is best known for marking the arrival of spring, but it's also National Credit Education Month. What does that mean for the average consumer? It presents an opportunity to see where you stand. Your credit score plays a pivotal role in your financial journey,...

Three stacks of gold coins with wooden blocks spelling out tax on top of them.

You Got This! Easy Step-by-Step Tax Filing for Individuals

Are you dragging your feet on filing your personal income tax? It happens. Tax time can involve a flurry of last-minute hustling to meet that deadline. It doesn't have to be that way, though. We're here to put a little pep back into your step with a few easy tips!...

Tame Your Tax Stress With Year-Round Planning

Are you feeling the burn? The one that comes along when tax season sneaks up on you. The mad scramble to gather documents and file taxes by the deadline can be overwhelming. However, there is a way to alleviate this stress and take control of your financial destiny:...

Financial Checkup Checklist: Get Money Wise in the New Year

Are you still feeling the "new year, new you" vibes? If not, it's not too late to get back into it! The new year is young, with plenty of time to commit to a new financial path. A comprehensive financial wellness checklist serves as your roadmap, guiding you toward...

A Fresh Start: 5 Ways to Budget Like a Boss in 2024

Photo by Tima Miroshnichenko As you step into the new year, why not start fresh with your finances? One of our favorite tips for getting money wise is also a fundamental aspect of financial stability: create a monthly budget. And stick to it! As you move through the...

Three gold blocks with the letters J O Y on them against a dark background.

The Joy of Generosity, Part 3: Why Altruism Is Good for You

It's better to give than to receive. We've heard this timeless advice so much that we've forgotten its impact. In this third and final installment of our Joy of Generosity series, we're here to revive it. It turns out that altruism has benefits backed by...

The Joy of Generosity, Part 2: A Holiday Giving How-To

Like the menu at Chipotle, charitable giving comes with a plethora of options. You can go the classic route (that's meat and cheese if you're eating or monetary donations if you're giving), or you can build your own according to your personal tastes. Either way,...

The Joy of Generosity – Part 1

November 28, 2023 Let's start off with a big fact: Holiday giving isn't all about the Benjamins. There are many ways to give, each with its own benefit to the giver and the recipient. Giving is a built-in element of this bustling time of year, which nowadays...

NEW Webinar with NFCC: Holiday Spending Survival Guide

Don’t get Scrooged by holiday debt! There’s no denying the joy generosity brings during the holiday season. However, overspending or relying on credit can have lasting financial repercussions. Without a strategy for the weeks ahead, your bank account might end up...

The 50/30/20 Rule: How to Manage Your Money Like You Mean It

October 31, 2023 // Sqwire Team Food, shelter, and clothing. If this were Jeopardy, the question would be "What are the basics every person needs in daily life?" By definition, "basic" is uncomplicated. However, as any adult knows, maintaining those basics...

Safeguarding Your Loved Ones: The Basics of Life Insurance Explained

For many Americans, life insurance is an afterthought that many forget about until it’s too late. But it’s an important part of any sound financial plan! Let’s go over the basics of what life insurance is, why you need it, and how to get the right coverage.

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