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Check Your Financial Fitness with a Financial Assessment
It’s a new year, and for many, that means new year’s resolutions. One of the most common resolutions is to get physically fit and healthy by working out. Another common resolution is to save money and take control of your finances. The first thing you should do to become financially fit is assess your overall financial…
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Financial Goal Setting Webinar
Setting financial goals can be intimidating and overwhelming, but it doesn’t have to be. Join us for an engaging seminar to talk about financial goal setting and to learn how to create achievable objectives for yourself and your future. We’ll also discuss how to review and adjust your goals over time as life changes. Get…
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4 Ideas for Saving Money on Valentine’s Day
Valentine’s Day is when people show extra love and affection for a special person, but showing your love should not break the bank. If you plan to celebrate Valentine’s Day this year, here are four ideas to save money while still having a fun and romantic holiday. Avoid the long waits and high cost of…
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Build Your Sinking Funds with Goal Builder
Financial wellness can negatively or positively affect your mental health. A Bankrate 2024 Money and Mental Health Survey found that 56% of people surveyed stated that not having enough saved in their emergency fund negatively impacted their mental health. If an unexpected expense comes up and you do not have the funds to cover it,…
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4 Savings Challenges for 2025
Saving money can be overwhelming. You may not know where to begin, how much to save or even HOW to save money. Saving money doesn’t need to be stressful and it can actually be fun if you participate in a savings challenge. Here are 4 savings challenges you can try this year to grow your…
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Great Financial Gift Ideas for Any Age
Finding the right gifts for our loved ones can be challenging. For many, choosing the right gift can be difficult because you want to make sure whatever you select for the person is something they can use and like. One great gift that most anyone can use is money. If you’re at a loss for…
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5 Tips to Save on Holiday Travel
The holidays are known for fun festivities and moments of cheer and delight, but if you remain unprepared for too long it can get stressful fast. For those who know they’ll be traveling to see friends or family, it’s time to start planning that travel so you’ll have one less thing to worry about during…
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4 Money Principles To Help You Build Wealth
For anyone looking to become financially independent, it’s critical to understand some fundamental financial principles that can help them achieve that goal. Although everyone’s financial road map is a little different because goals and experiences are different, there are some financial principles that can help you build wealth over time and achieve financial independence. Be PatientOur…
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Budgeting for the Holidays Webinar
Holiday shopping can be stressful, especially if the budget is insufficient to pay for all the gifts. In this course, we review the importance of budgeting for every occasion and offer money-saving tips and techniques with Triangle’s Goal Builder so you can enjoy gift-giving and all the splendor of the holidays! This workshop has…
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What is PMI, and When Do You Need It?
When you’re looking into the costs of buying a home, you’re likely familiar with the interest rate, downpayment, and even closing costs. But how familiar are you with the PMI that might be included in your monthly payment? If you’re curious about what PMI is and whether or not you’ll have to pay for it,…
