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Financial Education Resource Center

Our Favorite Personal Finance Software & Online Money Management Tools
Money Management

Our Favorite Personal Finance Software & Online Money Management Tools

We’ve compiled a list of our favorite personal finance software with some help from financial experts. Here are the tools we recommend.

8 Benefits of Setting Up an Online / Digital Banking Account
Money Management

8 Benefits of Setting Up an Online / Digital Banking Account

What are the benefits of digital banking? Here are eight that our experts and Addition Financial staff have identified.

Don't Miss These Critical Online Banking Safety & Security Tips from Our Experts
Money Management

Don't Miss These Critical Online Banking Safety & Security Tips from Our Experts

We've compiled our best online security tips & reached out to some experts to provide you with the information you need to manage your money safely online.

How to Start Your Career with the Best Foot Forward
Money Management

How to Start Your Career with the Best Foot Forward

Learn how to financially prepare for this transition and how to stand out in a competitive job market with the help of our financial experts.

8 Types of Identity Theft (Including Child, Medical and Synthetic ID Theft)
Money Management

8 Types of Identity Theft (Including Child, Medical and Synthetic ID Theft)

Understanding the eight types of identity theft can help you be on alert and shield your personal information from would-be thieves.

What to Do If You Spot Fraudulent Activity and Transactions
Fraud Prevention, Credit Cards

What to Do If You Spot Fraudulent Activity and Transactions

We conferred with some financial experts to get their advice on what to do and which steps to take if you see fraudulent activity on your credit card.

Money + Love Part III: Achieving Post-Honeymoon Financial Bliss
Money Management

Money + Love Part III: Achieving Post-Honeymoon Financial Bliss

Welcome to the third part of our Money + Love mini series where hosts Cristina and Will discuss achieving post-honeymoon financial bliss with three special guests.

Step-by-Step Guide to Report Financial Identity Theft and Fraud
Fraud Prevention, Money Management

Step-by-Step Guide to Report Financial Identity Theft and Fraud

We’ve put together this step-by-step guide to help you take the best steps to report what’s happened and reclaim your credit and your life.

9 Safeguards to Protect Your Personal Information Online
Money Management

9 Safeguards to Protect Your Personal Information Online

We’ve compiled this list of nine safeguards that you can use to shield your personal information and protect yourself from fraud and identity theft.

Money + Love Part II: Wedding Planning within Budget
Money Management

Money + Love Part II: Wedding Planning within Budget

Tune into part two of our Money + Love mini series, where we explore how couples can save money while planning the wedding of their dreams.

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours)
Retirement & Investing

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours)

A recent article in Kiplinger talked about what steps people with non-traditional families should take while estate planning and preparing wills.

When is the Right Time to Establish a Revocable Trust?
Money Management

When is the Right Time to Establish a Revocable Trust?

We’ll give you the information to understand what revocable trusts are, how they work and whether you should establish one as part of your estate.

Living Will vs. Durable Power of Attorney: 8 Differences to Know
Retirement & Investing

Living Will vs. Durable Power of Attorney: 8 Differences to Know

Here are eight differences between a living will and a durable power of attorney.

The Sum Up: A digital approach to end-of-life planning
Retirement & Investing

The Sum Up: A digital approach to end-of-life planning

A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

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