Plan

Woman is sitting in her tent with her Yorkshire terrier dog and working on her laptop while camping.

Banking for the digital nomad lifestyle: Tips for working from anywhere

Working remotely no longer has to mean working from home.  More professionals are embracing the digital nomad lifestyle by taking extended workcations, spending summers with family, working from a vacation home, or even traveling the world — all while freelancing or keeping a full-time remote job.  Whether you’re relocating to a new city for a […]

A man uses his mobile smartphone while standing with his suitcase inside an airport terminal.

Digital banking on vacation: 6 features you need

Vacation is supposed to be relaxing. Worrying about a lost debit card, a suspicious transaction or a missed bill payment back home isn’t.  Fortunately, digital banking services make it easier than ever to manage your finances while you’re away. Whether you’re traveling across the country or internationally, online and mobile banking tools can help you monitor account activity, respond quickly to potential fraud, and keep your trip running smoothly.  Years ago, managing money […]

Learn the best way to build credit from scratch, even if your finances are already stable. Simple, low-risk strategies to improve your credit score.

The best way to build credit when you don’t need to borrow money

You’ve done the hard part. You’ve built up savings, organized your credit union or bank accounts and created some financial stability.  But there’s one piece missing: your credit history.  If you’ve never used credit before, it can feel like a catch-22: You need credit history to qualify for credit cards or loans — but you need credit cards or loans to start building credit history in the first place.  But if you’ve already been investing in your financial health, you’re in a […]

A couple holds hands as they smile at each other lovingly.

10 financial questions to ask before you get married

Getting married means combining more than calendars and closet space. It also means figuring out how you and your future spouse will make everyday financial decisions together. Money tends to come up more often than couples may expect. A recent survey of U.S. couples found the average pair has about 58 arguments a year about […]

A father arrives home, bending down in the entryway to hug his son and daughter.

7 things to know about your finances after divorce

Divorce can affect nearly every part of your financial life, from your monthly budget to your retirement timeline.   The transition often comes with big changes: a shift in income, new housing costs, different financial responsibilities and a long list of accounts and documents to update. It can feel overwhelming, especially if you’re trying to make important financial decisions while your life is still in flux. That’s why practical advice can […]

A couple lies in bed with their baby girl as they look at her smiling.

Financial planning considerations for LGBTQ+ couples

Every couple has a story.  Maybe you met through a mutual friend. Maybe it was a dating app. Maybe it was ones of those meet cutes in a coffee shop that turned into something bigger. However it started, at some point the conversation shifts from “What are we doing this weekend?” to “What are we building together?”  That’s where financial planning begins.  For LGBTQ+ couples in the United States, […]

Older adult couple preparing barbecue in the backyard.

Retirement checklist: The 5 years before you retire

In the five years before you retire, things start to feel real in a new way. This is the window where retirement stops being a distant idea and starts becoming an actual date on the calendar. For most people, that moment sits on top of years of preparation, from the first dollar they ever put into a […]

Happy people holding keys to their new house, smiling and celebrating.

Types of mortgages that offer stability in an unstable economy

Buying a home is one of the biggest financial decisions most people make in their life. And in today’s shifting housing market — where home prices fluctuate and economic uncertainty lingers — choosing the right mortgage isn’t just about buying a home. It’s about finding stability for your future. With so many loan options available, [...]

Man at home reading a bill he got in his mail at the kitchen counter.

Credit card consolidation strategies to pay off debt faster

If you’re carrying credit card balances, you already know the math can feel stacked against you. High interest rates mean a big portion of every monthly payment goes toward interest instead of your actual balance. Even when you’re doing everything “right,” progress can feel slow and discouraging.  That’s where credit card consolidation comes in — not as a magic fix, but as a practical way to regain momentum toward paying […]

Mature adult man wearing headphones around his neck, standing by a marina with boats, smiling at the camera and flexing his arms, showing strength.

Tips to completing the January no-buy challenge (and other ways to reset your budget)

January is a natural time to take a closer look at your money. After the holidays, you may be looking for ways to reset your budget, rethink your spending habits and start the year feeling more in control. And because January tends to inspire fresh starts, more people are turning to challenges that make budgeting feel less like a chore […]