Financial Education Resource Center
The Best Ways to Save Money on a Bi-Weekly Budget
Here are some tips and tricks to help you save money on a bi-weekly budget.
How to Start an Emergency Fund and Set Savings Goals
If you don’t have money set aside for the unexpected, you might be wondering how to start an emergency fund. Here are some things that may help.
A Household Budget: Average Monthly Expenses for Family of 5
Here are some tips to help you create a household budget and estimate average monthly expenses for a family of 5.
5 Creative Ways to Save Money on a Tight Budget
It’s common for people to struggle to meet their monthly expenses. Here are five of our favorite budgeting tips to recommend.
7 Frugal Living and Money Saving Tips for Every Age
At Addition Financial, we love working with members of all ages to help them save money. Here are seven of our favorite frugal living tips.
6 Easy Ways to Save Money in 2024 You Could Try Now
If you want to save money, you need to be creative and consistent. Here are six unique money-saving techniques that could work for you!
Who Can Claim the Retirement Savings Contribution Credit?
One of the best things about saving money for retirement is that you can claim a retirement savings contribution credit on your tax return. Here's who qualifies for the credit and how to calculate it.
What Are the IRA Contribution Age Limits?
Before you make any decisions about your retirement, you should know your options. Here’s what you need to know about IRA contributions and age limits.
Traditional IRA vs. Roth IRA: 4 Critical Differences
Are you considering opening an Individual Retirement Account (IRA)? We’ve put together this guide explaining the four critical differences between a Traditional IRA and a Roth IRA so you can make the best decisions for your future.
How to Create a Retirement Expense & Budget Worksheet
If you want to get a jump-start on planning for retirement, you need to understand your financial needs and figure out what you must save to achieve your retirement goals. Here’s what you need to know.
6 Best Practices for Asset Allocation in Retirement
How you allocate your assets will have an impact on how long they last and how much you enjoy your retirement. Here are six best practices for asset allocation in retirement.
Retirement Investing 101: What's the Average 401k Balance?
One of the most common types of retirement account is the 401k. Seeing how your balance stacks up against people your age can help you see where you stand.
6 Benefits of Hiring a Fiduciary Financial Adviser
While not everybody hires a financial adviser, there are some significant advantages to doing so. Here are six benefits of hiring a fiduciary financial adviser now.
5 Recommended Retirement Savings Plans (With Calculator)
In this article, we’ll fill you in on our favorite retirement savings plans and provide you with a link to a retirement savings calculator, so you can estimate your savings with each plan.