Saving & Budgeting Resources

October 09, 2024

If you like sticking to one simple budgeting formula, the 50/30/20 rule says you should set 50% of your income aside for needs, 30% for wants, and 20% for savings. 

September 11, 2024

The zero-based, 50/30/20, and cash stuffing budget methods can help you get your finances on track. 

May 24, 2024

Loud budgeting means sharing your financial goals publicly and voicing when you need to turn down making a purchase to work toward your money goals.

May 03, 2024

Budgeting apps provide convenience and ease in managing your money, but they might not be the right fit for everyone.

April 24, 2024

Money saving challenges can inject some excitement into your financial journey while helping you achieve your goals.

March 19, 2024

Creating a backyard deck you love doesn’t have to break the bank.

February 01, 2024

Make delicious party finger foods on a budget and wow your guests without straining your wallet.

February 01, 2024

If you’re part of Gen Z and looking to get started building wealth, follow these 5 wealth building steps to level up your saving and wealth-building game.

January 04, 2024

Get the best return for your money by knowing what you’re getting with each type of savings account and which is the best for you.

December 05, 2023

Crush your savings goals this year with a clear vision, timeline, budget and the right savings tools.

October 24, 2023

Our emergency fund calculator will help you see how long it will take you to reach your desired emergency fund goal based off your income.  

August 29, 2023

Arizona’s 529 College Savings Plan allows you to save for your child’s future within a tax-advantaged savings account.

August 17, 2023

Compound interest is when your money starts making money for you in the form of interest on top of interest, which is the main principle of wealth building.

August 14, 2023

Completing these important steps will help ensure you’re truly financially free in retirement.

August 14, 2023

Embrace retirement income planning with the 4% Rule and the 25X Rule to create and maintain your best years for your future retirement.

July 17, 2023

A money market account is a high-yield savings account that comes with similar features to a checking account, in that you can access your funds easier than you can with a traditional savings account, but you’ll earn a higher return on your money.

July 06, 2023

The earlier you start saving for retirement the better off you’ll be. Investing in your employer-sponsored retirement plan and hiring a financial advisor will help you get there.

June 26, 2023

There is a money-hack called a balance transfer to help you pay off your balance faster while also saving a lot of money in interest.

May 24, 2023

When it comes to saving money, it’s important to have a plan in place so you know what you’re saving for, why you’re saving for it, and when to start saving.

March 23, 2023

Here's what to look for in a savings account and the differences between regular savings accounts, money market accounts and share certificates.

March 18, 2023

With a little planning and intention, it is possible to prepare and manage household budgets to smooth out a potentially difficult ride.

March 08, 2023

Learn how to save money with a step-by-step saving plan.

March 08, 2023

Here are some of our favorite – and simple — “financial life hacks” we’ve learned over the years, which you can do to improve your financial life.

February 10, 2023

Getting a glimpse of your own financial health allows you to make changes so that you can weather any financial storm.

January 31, 2023

How can you improve your financial fitness? Start your mindful monetary practices with these steps for financial well-being.

December 29, 2022

Here are ten great things you can do with your year-end bonus check that will have a lasting impact on your life and money.

December 29, 2022

Do you ever look back in time and wonder why things were so much cheaper years ago? What happened, right? The answer is inflation.

December 28, 2022

Whether you’re just getting started or looking to improve upon what you're already doing, here's a list of ideas to help boost your financial life.

December 09, 2022

If you’re part of Gen Z and looking to get started building wealth, follow these 7 wealth building steps to level up your saving and building wealth game.

November 29, 2022

How much should you be saving at every age? Whether you’re 20 or 60 years old, savings should always be at the forefront of a good financial plan.

July 08, 2022

Vacation during a time of inflation is doable with these budget-friendly tips.

January 27, 2022

Before asking yourself how much you should be saving, start by defining what you are saving for.

January 19, 2022

Before you begin to save money this year, you first need to create a money plan for the New Year. You guessed it — that plan is called a budget.

August 23, 2021

Economic Stimulus Payments have served as a lifeline for many, with 159 million payments disbursed in the first round, totaling over $267 billion.

August 06, 2021

The pandemic-related relief helped some people achieve milestones like paying off debt or saving for a down payment on a home. But now what?

March 03, 2021

This free budgeting worksheet with steps on how to use it will help you create a budget and hit your financial goals.

March 01, 2021

Automating your finances makes it easier to save towards long-term goals or build an emergency fund. Use these 3 steps to automate your finances today

March 01, 2021

Economic Stimulus Payments have served as a lifeline for many, with 159 million payments disbursed in the first round, totaling over $267 billion.

February 09, 2021

These in-depth tips will help you create a budget and manage your money more effectively.

June 23, 2020

Many Arizonans are reevaluating their finances right now. Here are four new goals that you can set for the remainder of 2020 to get back on track.

May 19, 2020

Financial emergencies can come up without any warning. Here’s everything you need to know about building an emergency savings.

May 14, 2020

Many Arizonans face reduced income due to COVID-19 business closures recently. If you’re struggling to pay bills, here are a few tips that might help.

April 23, 2020

With no official end in sight and stores still struggling to keep shelves stocked, here are a few pointers to ensure you get the goods you need.

April 20, 2020

Whether you’re home alone or holed up with your entire family, there are countless ways you can be entertained without breaking your budget!

March 27, 2018

Budgeting is one of the most essential steps towards financial security. Use these 5 tips to build your budget today.

February 17, 2017

Here are six simple tips to help you put a big checkmark next to that budget goal.

February 17, 2017

Figuring out your finances can be a daunting task. Should you do it yourself or trust a professional? This blog will help you figure that out.