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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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Common Money Mistakes Webinar
Nobody is perfect, but being familiar with common money mistakes can help you navigate their pitfalls more confidently. Some financial missteps you’ll make in the future will be big. Others will be small. And still, others will fall somewhere in between. Regardless of the size of a mistake, all mistakes can have an impact…
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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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Protect Your Identity This National Data Privacy Week
One of the most important things you can do for yourself is to take identity and privacy threats seriously. There are new breaches occurring every day that choosing to not take steps for proper security could be costly. It’s critical to put guards in place before any threat arises. If you use digital services, tools…
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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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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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10 Staycation Ideas for The Summer
Summer is the time to get out and do some traveling. But if you’re like many Americans looking to find ways to save money, you might be rethinking that elaborate getaway and opting to do something a little closer to home. Fortunately, there are a lot of amazing staycation ideas that’ll likely give you plenty of opportunities to get the needed rest and relaxation or chance…
