Tag: Goal setting

  • 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

    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 

    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

    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

    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

    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

    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…

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  • The Next Best Steps for Your High School Grad

    The Next Best Steps for Your High School Grad

    High school graduation day is a milestone for the new grad as much as it is for the parent(s)! After the celebration, it’s time to discuss the real world, reality, and the next best financial steps. What would you say to your graduate? We have the answers to that question. CHOOSING YOUR COLLEGE/TRADE SCHOOL Whether…

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  • Track Your Savings Goals with TCU Goal Builder

    Track Your Savings Goals with TCU Goal Builder

    Saving money is not easy, especially with a higher cost of living, an increase in consumer debt, and other unexpected circumstances that people face every day. Some people find saving difficult if they do not have the appropriate resources or tools.   TCU Goal Builder does the work for you! In a few simple steps, you…

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