Talking to Your Teen about Money
You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money? While it may be a tricky … Continue reading
Allegacy Smart Blog
Financial education articles to increase financial literacy.
Featured Articles
6 Tips for Safer Online Shopping
As the world has adapted to “doing more from home,” the volume of purchases being made entirely online has skyrocketed. Unfortunately, so have online shopping scams. Whether you’re shopping for … Continue reading
Angel Tree
Helping Santa make it to every house Not every family can afford to have Christmas. Angel Tree exists to change that. Founded by the Salvation Army in 1979, the program … Continue reading
Latest Posts
Don’t Delay: The Benefits of Saving Now
For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some of the hard work for … Continue reading
Saving Money: A Proverbial Plan
When it comes to saving money, we all could do a little better. On average, the personal savings rate in the United States hovers around seven percent. During times of … Continue reading
5 Metrics That Matter
“You can’t manage what you can’t measure.” This adage is certainly true when it comes to your health metrics—such as blood pressure and cholesterol. The same can be said for … Continue reading
Why We Overspend
Often, our spending decisions are ruled by feelings. When our willpower is low and suggestive advertising is prevalent, we may fall victim to certain triggers and spending traps. Understanding how … Continue reading
Ways to Promote Your Own Financial Health
At Allegacy, our commitment to helping you be your best includes finding that optimal balance of physical, emotional, and financial wellbeing. While everyone’s personal wellness journey will be unique, we … Continue reading
Keeping Debt Manageable
Debt is a reality for most Americans. In fact, the Federal Reserve estimates that 77% of Americans carry some form of debt.1 As a vital part of daily life, debt … Continue reading
3 Reasons to Start Using Verifast™
You use your thumb to unlock your phone. Your face logs you into your laptop. So why do you still rely on a card to access your accounts? With the … Continue reading
Talking to Your Teen about Money
You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money? While it may be a tricky … Continue reading
How much risk are you willing to take?
At Allegacy, we aim to help our members pursue balance in every sense of the word and that includes matching your portfolio’s risk to your ability to endure periods of … Continue reading
Fraud Prevention Tips + Resources
Since so many of life’s daily activities are transacted in the digital space, it’s quite common to be exposed to fraud. From data breaches and hacking to deceptive social media … Continue reading
Leaving a Legacy
You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that the assets you leave behind after your death will continue to be … Continue reading
3 Easy Steps to Added Financial Protection
Part of caring for your family’s financial wellbeing means protecting your finances in the event of an accident, injury or unexpected medical diagnosis. Health insurance may only cover a portion … Continue reading