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Money Management | Blogs
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categories: Money Management

Money Management

Teach Children to Save Day

Financial literacy is a hot topic right now, and for a good reason. Read More.

Kat Tretina | April 21, 2021

Money Management

5 Reasons to Use eStatements

Whether it’s using direct deposit for your paycheck, making automatic payments from a digital account, or budgeting with mobile apps, you likely do some part of your banking online. Read More.

Kat Tretina | April 5, 2021

Money Management

7 Ways to Spring Clean Your Finances

After a tough winter, the weather is finally improving. With warmer temperatures, you may be motivated to spring clean your home, remove clutter and scrub it from top to bottom. While you’re in the zone, don’t forget - now is the perfect time to get your finances in order, too.  Read More.

Kat Tretina | March 22, 2021

Money Management

You Have Your Third Stimulus Check; Now What?

Under the American Rescue Plan Act, eligible individuals can receive up to $1,400 in the third round of stimulus checks. Read More.

Kat Tretina | March 18, 2021

Money Management

Third Stimulus Payments: 3 Things to Keep in Mind

On March 11, President Biden signed the American Rescue Plan Act of 2021, approving a much-anticipated third round of Covid-19 relief stimulus checks. Under the new law, individuals may be eligible for up to $1,400, and couples who file their taxes jointly could receive up to $2,800. Read More.

SouthEast Bank | March 16, 2021

Money Management

10 Smart Ways to Use Your Tax Refund

Looking forward to getting a tax refund? According to the IRS, the average refund so far for the 2020 tax season is $2,549. Read More.

Kat Tretina | February 26, 2021

Money Management

5 Ways to Prepare for Another Round of Stimulus

Information in this blog is for educational purposes only. Please contact your financial and tax professional directly to discuss your unique financial needs.  Read More.

SouthEast Bank | February 19, 2021

Money Management

Money Conversations You Should Have With Your Parents

Talking to your parents about money can be awkward, but it’s a necessary conversation to have. While it may be uncomfortable to broach the subject, talking about money and their plans can help ensure you’re both on the same page and identify steps you need to take to keep them secure.  Read More.

Kat Tretina | February 16, 2021

Money Management

Types of Tax-Advantaged Accounts

While you can save money in a brokerage account or general savings account, opting for those options can be costly mistakes for some people. Several types of tax-advantaged accounts may be available to you that can help you more effectively save and invest. Read More.

Kat Tretina | January 12, 2021

Money Management

10 Financial New Year's Resolutions Everyone Should Make

By Ben Luthi Read More.

Ben Luthi | January 3, 2022