Personal Stories & Updates
How to Protect Yourself from Online Scams [Video]
In this video, we share practical steps you can take to protect your information, and your finances, from online scams
How to Use a 529 College Savings Plan [Video]
In this video, learn about how to use a 529 college savings plans with all the tax benefits and the flexibility available.
Meet the CEO: Michelle’s Story [Video]
In this video, meet our CEO Michelle Smalenberger. Learn about her journey from accounting paperwork to starting her own company!
Podcast Episode 32: Transitions with Emotional and Financial Contexts with Stephanie Geisler
In this episode, Stephanie Geisler, LPC, talks with us about how different life events and transitions will shape our emotions and finances.
Podcast Episode 31: From Passion to Action: Becoming a Not-For-Profit with Shelley Nizynski Reese
In this episode Shelley Nizynski Reese, founder of A Better Life for Kids, shares her story of becoming a not-for-profit
Podcast Episode 30: Smart Holiday Shopping
In this episode, we discuss holiday shopping for for kids or adults, creating family traditions, finding bargains, and giving experiences.