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Level-up your financial literacy by taking advantage of our free blog! Enjoy topics ranging from money lifestyle tips to fun local activities for the whole family. 

Reduce Tax-Season Stress with a Little Preparation

By: American Heritage 02.26.21 4 minute read

If you’re new to filing taxes, the process can feel a little overwhelming. It may seem like there are too many details to remember and tons of jargon to decipher. But here’s the truth: If you take some time now to learn about the filing process, understand what information you will need, and have a clear plan for completing your tax returns well in advance of the April 15 deadline, it’s not so bad. You may even get to enjoy a nice refund. Follow these tips to help you get your taxes done quickly, accurately, and confidently.

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5 Things to Discuss Before You Tie the Knot

By: American Heritage 02.11.21 3 minute read

Getting married is an exciting time. From announcing the news to your friends and family, to planning a wedding and honeymoon during these uncertain times, you’ve got a lot to think about. So it can be easy to overlook one of the most important subjects that affects newly married couples: money. Whether you are recently engaged or about to say “I do,” make sure that you and your significant other are on the same page when it comes to your financial future as a couple.

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Tips to Simplify & Organize Your Finances

By: American Heritage 02.04.21 3 minute read

Bills, account statements, insurance notices, credit card offers… chances are, your financial life comes with a lot of clutter. What do you do with all of it? Have you ever accidentally thrown away or misplaced an important document? How do you make sure you don’t miss a payment due date or forget a password?

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8 Home Upgrades That Can Lower Your Energy Bills

By: American Heritage 01.28.21 3 minute read

Around here, winters can get cold. While it’s great to enjoy the sight of a winter wonderland (and a cup of hot cocoa) from inside a warm home, the cost of keeping your place comfortable can be significant. In the spirit of National Cut Your Energy Costs Day, which is January 10th, here are eight strategies to improve your home’s energy efficiency, lower your energy bills, and help reduce your impact on the planet.

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What is a Home Equity Loan?

By: American Heritage 01.07.21 2 minute read

From home renovations to high interest debts, you may find yourself at a juncture where you’re in need of cash. If you can relate and are a homeowner, the following options may be worth exploring as you weigh your financial decisions:

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Summer Bucket List: 5 Things to Do in Philadelphia

By: American Heritage 01.07.21 2 minute read

As proud Philadelphians (fun fact: we were founded in Pennsylvania over 75 years ago!), we enjoy exploring our city and all of the activities Philadelphia has to offer, especially in the summertime. That’s why we’ve compiled a summer bucket list of our top 5 things to do in Philadelphia this summer and encourage our members to check them out and share with us on our social channels!

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8 Ways to Prepare Your Finances for a Recession

By: American Heritage 01.07.21 3 minute read

You’ve worked hard to earn your money, so naturally you want to grow your earnings and protect them when you can—particularly from bad economic news like a recession. Recessions are a normal part of the economic cycle. They happen when we experience two or more consecutive quarters of reduced overall economic activity. That reduction leads to job losses, home foreclosures, and a lot of uncertainty that can hit close to home, just like what happened during the Great Recession of only a decade ago.

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What is a Home Equity Line of Credit?

By: American Heritage 01.07.21 3 minute read

Meet Ashley. Ashley is a 20-something year old homeowner who is interested in a home renovation project, and also has some debt that she may need to consolidate at some point in the future. She’s owned her home for a few years and has built up a nice bit of equity.

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