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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...
Close up of credit cards.

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:...
Hands holding a pen and notebook.

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,...

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