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Money Matters

Budgeting for the Holidays

Written by: M Katie Helle, CPA Planning for the Holiday season can be stressful to some, particularly those on a tight budget. When planning for this shopping season, consider the tips below. Evaluate your current budget and set a holiday spending limit. Setting this budget is crucial to ensure you ...

How to Pick the Right Bank for You

Written by: M Katie Helle, CPA Banks! You see or hear about them just about everywhere you go. In today's world, there are brick-and-mortar banks and virtual options. Because of the number of options available, many young adults may feel overwhelmed when selecting a bank. When establishing a relationship with ...

How to Budget with a Roommate

Written by: M Katie Helle, CPA With many colleges and universities starting in the coming weeks, most students are gearing up to move into the dorm, an apartment, or house off campus.  Most students who live off campus do not consider creating a budget with their roommate, but doing so ...