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Categories: Announcement

A couple with notebooks and pens on the table, sitting together working on their budget.

January Budget Reset: Start the Year Without Financial Regret

The start of a new year brings a sense of renewal. A fresh calendar, new goals, and, if you’re like many people, a lingering financial hangover from the holidays. Maybe your credit card balances crept up in December, or your savings took a hit. The good news? January is the perfect time for a budget […]

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Categories: Announcement

A couple working on their year-end financial to-do list

Your Year-End Financial To-Do List

Wrap Up the Year with Confidence and Clarity As the holiday season winds down, many of us are thinking about fresh starts and new goals for the year ahead. But before the calendar flips to January, there are a few key financial tasks worth checking off your list. A little preparation now can set you […]

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Categories: Announcement

One-hundred-dollar bill rolled up with a bow, with snow falling and pinecones on the ground. Christmas tree in the background.

Smart Ways to Use Your Holiday Bonus

Make This Year’s Extra Income Work for You The holiday season brings plenty of cheer, and for some, a welcome financial boost in the form of a holiday bonus. It can be tempting to spend it all on gifts, travel, or festive extras, but before you do, consider how you can put that money to […]

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Categories: Announcement

Mother and son laying on the floor putting money into a piggy bank

Teaching Kids About Gratitude and Money: Family-Friendly Tips to Raise Thankful, Financially Wise, Kids

The season of giving is the perfect time to talk to kids about two powerful life lessons: gratitude and money. While it may not seem like they go hand in hand, learning to appreciate what we have and making smart choices with our money are deeply connected—and lessons that can last a lifetime. At Casey […]

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Categories: Announcement

Husband and wife sitting in beach chair on the beach with Sant hats on and their arms in the air

Traveling for the Holidays: Keep Your Finances Secure On the Go

As the holiday season approaches, many of us will be hitting the road—or the skies—to visit loved ones or enjoy a well-deserved getaway. But while you’re planning your trip, packing your bags, and dreaming of delicious dinners or warm beaches, it’s also essential to think about how to keep your finances safe while you’re on […]

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