Credit Cards

By Rachel Statzell September 27, 2023
Getting to know credit card interest
By Rachel Statzell September 20, 2023
When it comes time to choosing a credit card, there are many factors that must be considered. In a few easy steps we explain how to find the best fit for your spending habits and financial goals.
By Rachel Statzell September 6, 2023
When choosing a credit card, all the new vocabulary can be intimidating. Here is a comprehensive list of concepts you should know before opening a credit card.

Debt Management

Lone hiker in an orange jacket walking along a snowy mountain ridge in falling snow
By Rachel Statzell August 11, 2025
Debt Snowball and Debt Avalanche are two different approaches to effective debt management and debt payoff. Each offering different methods to manage overwhelming debt.
By Rachel Statzell July 9, 2024
Budgeting can be difficult, but with this blog you will be quickly on your way to saving for your next big trip or purchase!
By Rachel Statzell January 17, 2024
Read to discover what red flags your budget may have, and how to easily fix them to get you back on the path to financial wellness.

Financial Wellness

The Klontz Money Script Inventory infographic with four colored financial behavior quadrants
By Rachel Statzell August 20, 2025
The Klontz Money Script Inventory outlines the different ways people look at money and how that informs their saving and spending habits.
By Rachel Statzell May 7, 2025
Get to know the in's and out's of becoming or electing a Power of Attorney for your financial future.
By Rachel Statzell July 11, 2024
Explore tried and true ways to start saving money.
By Rachel Statzell January 31, 2024
Planning for expenses that change from month to month can be challenging. Take a look at these tips to make it a little easier.
By Rachel Statzell January 24, 2024
Knowing which expenses are a regular part of your budget is essential to successfully managing your money. Learn what fixed expenses are, how to track them, and how much room in your budget you should allocate for them.
By Rachel Statzell November 18, 2023
Four simple tips that will make your black friday shopping trip easier, more fun, and less stressful.

Fraud

By Rachel Statzell February 13, 2025
Tips to recognize and avoid romance scams and how to protect your finances from exploitation.
By Rachel Statzell January 10, 2024
Gift card scams are becoming BIG problem in the fraud world. Here's what you need to know and how to avoid a gift card scam.
By Rachel Statzell January 3, 2024
The best way to protect your information is multiple layers of authentication. Learn about Two Factor Authentication (2FA) and how to make it work for you
By Rachel Statzell November 18, 2023
Take a look at all your digital information out there, and asess your fraud risk, then use this checklist to get your accounts secured with our Fraud Prevention Checklist
By Rachel Statzell November 8, 2023
Traveling is stressful enough, without fraud slipping in and ruining your day. Plan ahead and read this to learn the latest travel scams and how to avoid them.
By Rachel Statzell October 25, 2023
Recognizing the traits of the most common scams is the first step in protecting yourself against fraud.

Loans

By Rachel Statzell April 23, 2025
Buying a used car can be a very stressful time. Read this blog and be prepared when shopping for your next vehicle. Buying used has benefits most don't realize!

Account Types

By Rachel Statzell August 25, 2023
Here are the 5 things you should know when researching a financial institution to open a checking account.
By Rachel Statzell August 25, 2023
Vacations take time to plan, but why don't we take time to save for them also? Here are four reasons why you should start saving NOW for your next getaway!
By Rachel Statzell August 25, 2023
Putting money away in a savings account is a good thing, however interest rates on a traditional savings are often very low. Here are different ways you can turn those pennies into dollars!

Tax Tips

By Rachel Statzell April 14, 2025
Use this blog as a guidepost to filing your Federal, State, and Local taxes every year. Don't forget a thing with our tips and reminders!

Community

By Rachel Statzell July 17, 2024
Looking for free or low cost adventures for your family in Montgomery County, PA? Click here to see the list of fun activities we compiled just for you!