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This That & Chit Chat

June 15, 2023
by: Banzai

Transitioning to Retirement

Transitioning to retirement takes planning and preparation. But if you're wise, you can set yourself up for success.

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June 8, 2023
by: Banzai

Talking to Your Partner About Money

When it comes to talking with a spouse or partner about money, many people shy away. It can be scary—but it doesn’t have to be. Positive and frequent communication is key.

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June 5, 2023
by: Banzai

Making and Spending Money

Making and spending money is a critical part of financial responsibility.

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May 25, 2023
by: banzai

Selling Your Home

Whether you need some more space, are ready to downsize into something a bit more manageable, or are relocating to a new place, you should prepare for the emotional and financial impacts of selling your home.

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April 24, 2023
by: banzai

Insuring Your Home

Home Insurance is absolutely essential to protect what is likely your largest investment: your home.

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April 17, 2023
by: banzai

Learning to Budget

A budget is a plan for how you’ll spend your money. To create one, you divide your income (the money you get) into your expenses (the things you buy).

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April 10, 2023
by: banzai

Working with a Mortgage Lender

Applying for a mortgage is a big endeavor. Most lenders require you to complete a mortgage application—a comprehensive financial statement.

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March 20, 2023
by: banzai

Is the Money in My Account Safe?

Your financial institution is one of the safest places to store your hard-earned cash. The best part? All you have to do is open an account.

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March 10, 2023
by: Banzai

4 Tips for Using Peer-to-Peer Payment Apps

Whether you’re splitting the bill at a restaurant with friends, paying back your parents, or buying snacks at a sports event, it’s hard to beat the convenience of peer-to-peer payment apps like Venmo, Zelle, Google Pay, Cash App, and PayPal.

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March 2, 2023
by: banzai

50 Internet Safety Tips for 2023

Cybersecurity risks have grown just as rapidly as technology has and online scam artists are always finding new ways to lower a system’s defenses.

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