JUNE FREE WEBINAR – 30 WAYS TO TRIM A BUDGET

Stretching your budget is a necessary step to achieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more. Select Sign Up to register and click Show in My Time Zone to view the session time based on your location....

Four simple money-smart actions you can take in Financial Literacy Month

Did you know that April is Financial Literacy Month? An entire month devoted to learning about money may sound extreme… until you read the stats. According to a recent survey, only 57% of adult Americans understand basic financial concepts. A lack of knowledge isn’t just bad for your brain; it’s...

Four tips that will kickstart your college savings plan

Most parents want to set up a college fund for their kids. The challenge is knowing how and when to start. What’s the right age, how much should you save, and which savings plan is best? The process can be overwhelming, but rest assured, BALANCE is ready to help. Check...

Why You Need a Midyear Budget Check-In

A typical July includes vacations, travel, shopping, weddings and beaches. Budgets? Not really. But the year’s halfway point provides a great opportunity to take a close look at your financial health and goals. Now’s a good time to “check yourself before you wreck yourself,” says Nora Yousif, certified financial planner...

Free Webinars: PLANNING FOR MONEY MILESTONES

There are many important financial milestones for consumers. To help prepare for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more! Session 1: Tuesday, July 9, 2019 Time:...