Education Articles
Whether you're simply financially curious or have a specific goal in mind, you've come to the right place. Check out the most recent articles just below or filter by category using the dropdown.
Education Articles
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Financial Wellness Planning: Start Investing for Retirement
While on your financial wellness journey, follow a few steps to establish and maintain a retirement plan that fits your needs.
Financial Wellness Planning: Building and Maintaining an Excellent Credit Score
In step 8 of your financial wellness journey, discover ways to build and maintain a quality credit score, an indication of stability and reliability in lenders' eyes.
Financial Wellness Planning: Knowing When and How to Indulge
In step 7 of your financial wellness journey, learn how and when to indulge responsibly to prevent budgeting fatigue (and leave emotion out of the equation).
Financial Wellness Planning: Paying Yourself First
In step 6 of your financial wellness journey, you'll learn to pay yourself first by prioritizing your personal savings above other discretionary expenses.
Financial Wellness Planning: Practicing Mindful Spending
In step 5 of your financial wellness journey, rein in your impulses and practice mindful spending to keep the occasional indulgence from becoming a bad habit.
Financial Wellness Planning: Having the Money Talk with Your Partner
In step 4 of your financial wellness journey, it's time to have the often-difficult money conversation with your partner. We've laid out some tips for smoothing things over for this talk.
Financial Wellness Planning: Paying Down Debt
The third step in your journey to financial wellness may be the most challenging. Crushing your debt takes time, but it can be done with intentional action and commitment.
Financial Wellness Planning: Creating a Budget
Create a budget and stick to it. There are many budgeting methods, so choose what's best for your personality and money management style.
Financial Wellness Planning: Tracking Your Spending
Start your journey toward financial wellness by tracking all your spending. There are plenty of budgeting apps out there, or you can track your spending manually.
Making the Most of Your Oregon Tax 'Kicker'
Oregon taxpayers will get a credit on their state income tax return in 2024. This "kicker" is the result of a record $5.6 billion revenue surplus. Discover a few ways to put your kicker to good use.