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Posts about Savings & Budgeting (3)

How to Financially Prepare for Parental Leave

By: John Lutz 07.24.25 4 minute read

If you’ll be welcoming, or recently welcomed, a child into the world, congratulations! This should truly be a pivotal and beautiful moment in your life. But with all the happiness and joy, there may also come some anxiety, particularly around finances. But with the right financial plan and budget, you can set yourself and your family up for successful parental leave.

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Vacation Smarter: How to Budget for the Unexpected

By: American Heritage 07.17.25 3 minute read

Your summer vacation should be full of sunshine, relaxation, and unforgettable memories, not unexpected bills. But even the best-planned trip can come with surprise expenses that throw your budget off course. From hidden fees to unexpected detours, staying financially prepared can make all the difference. Here are some tips.

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Saving for Your Education: Understanding a 529 Plan

By: John Lutz 05.29.25 4 minute read

Education is a right deserved by all citizens. But as foundational as education may be, it might not be accessible at all levels for everyone, especially for higher education. While you may be familiar with student loans, grants, and scholarships, there are other paths you can seek to save for your goals. One of these options is an educational savings account, commonly known as a 529 Plan.

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Managing Your Finances & Your Mental Health

By: John Lutz 05.15.25 4 minute read

Do you often find yourself stressed over finances? If you do, you’re not alone. In a 2023 study by PricewaterhouseCoopers, around 57% of Americans consider finances to be the biggest stressor in their lives. With many throughout the world living paycheck-to-paycheck, these findings aren’t too surprising. So what can you do to manage both your finances and your mental health?

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