Guiding Principle Budgeting by values

Enjoy a happy balance between your wants and your needs. Create a budget based on
 your values and goals—then calculate your net worth and work to grow it over time.

Explore budgeting, ways to reduce expenses, and more

Budgeting by values Your end-of-year financial planning checklist

Looking back can help you plan ahead for budgeting, saving, and tax season prep.

Wrap up 2025 strong with this year-end financial planning checklist. Review and reassess your budget, maximize savings, prep for tax season, and more.
11/01/2025
Article
11/01/2025
11 minutes
Your end-of-year financial planning checklist

Budgeting by values Your end-of-year financial planning checklist

Looking back can help you plan ahead for budgeting, saving, and tax season prep.
11/01/2025
Article
11/01/2025
11 minutes
Your end-of-year financial planning checklist

Budgeting by values How much should you spend on gifts?

A thoughtful gift can fit within your budget while still leaving you and your loved ones feeling great.

Learn how to set a gift budget that aligns with your values and income. Tips to spend wisely while celebrating what matters most.
11/01/2025
Article
Article
11/01/2025
8 minutes
How much should you spend on gifts?

Budgeting by values How much should you spend on gifts?

A thoughtful gift can fit within your budget while still leaving you and your loved ones feeling great.
11/01/2025
Article
Article
11/01/2025
8 minutes
How much should you spend on gifts?

Budgeting by values 12 holiday savings tips

These fun and simple savings ideas may help you feel better about your holiday budget so you can focus on enjoying the season.

Celebrate without overspending. These 12 practical tips help you save money, manage stress, and make the most of the 2025 holiday season without going overboard.
10/31/2025
Article
10/31/2025
9 minutes
12 Holiday Budget Tips to Help Reduce Spending, Stress

Budgeting by values 12 holiday savings tips

These fun and simple savings ideas may help you feel better about your holiday budget so you can focus on enjoying the season.
10/31/2025
Article
10/31/2025
9 minutes
12 Holiday Budget Tips to Help Reduce Spending, Stress

Budgeting by values 6 effective tips to help reduce your expenses and spending

Following these tips can help you identify unnecessary purchases and learn how to reduce expenses.

Master how to reduce spending and manage your living expenses with easy-to-follow tips. Cut costs without cutting into the priorities that matter most to you.
08/18/2025
Article
ways-to-reduce-expenses
08/18/2025
6 minutes
6 Ways to Reduce Your Personal Expenses and Spending

Budgeting by values 6 effective tips to help reduce your expenses and spending

Following these tips can help you identify unnecessary purchases and learn how to reduce expenses.
08/18/2025
Article
ways-to-reduce-expenses
08/18/2025
6 minutes
6 Ways to Reduce Your Personal Expenses and Spending

Budgeting by values How to split costs with roommates

Budgeting with your roomies can help give you more confidence when talking about money.

Discover how to split costs with roommates fairly and easily with practical tips, tools, and strategies for managing shared living expenses.
08/01/2025
Article
08/01/2025
7 minutes
How To Split Costs With Roommates

Budgeting by values How to split costs with roommates

Budgeting with your roomies can help give you more confidence when talking about money.
08/01/2025
Article
08/01/2025
7 minutes
How To Split Costs With Roommates

Budgeting by values 3 hidden expenses that may be quietly draining your wallet

Tracking expenses and staying mindful of recurring costs can help you stay on top of your money goals.

Learning how to find hidden expenses that are draining your wallet and tracking monthly expenses can give you more control over your finances.
07/23/2025
Article
hidden-expenses-draining-your-wallet
07/23/2025
6 minutes
Hidden Expenses That Could Be Draining Your Wallet

Budgeting by values 3 hidden expenses that may be quietly draining your wallet

Tracking expenses and staying mindful of recurring costs can help you stay on top of your money goals.
07/23/2025
Article
hidden-expenses-draining-your-wallet
07/23/2025
6 minutes
Hidden Expenses That Could Be Draining Your Wallet
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    Featured tools

    Guide to budgeting

    Mindful spending works wonders. This guide can help you adopt a budgeting mindset and set yourself up to be more confident and in control.

    Super Budget worksheet

    If you’re ready to build a budget, download this easy-to-use worksheet to help you get started.

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