Banks Wealth Management LLC.

08/31/2026

People who budget get out of debt faster, achieve savings goals over time & practice thrifty spending. No matter what your finances look like, it only takes a few easy tweaks to your money routine to implement good budgeting habits. These tips can help!

Use these budgeting tips to set principles for tracking your spending, savings and debt. Having a plan can pay dividends for years to come.

08/28/2026

A key step in becoming financially independent is taking advantage of valuable financial resources your employer might have to offer. These benefits can be powerful tools for saving for retirement and protecting your health. Know how to maximize yours!

Fringe benefits are offered in addition to employee compensation. Examples include paid time off or a company car.

08/27/2026

When it comes to booking travel with friends, it can be complicated when each of you has your own travel rewards credit card. But it’s almost always worth the effort. If you want to maximize rewards and minimize hassle, check out these helpful tips.

Check out the latest travel credit card stories from the team at Bankrate. We'll give you advice so you can use credit cards to travel to your next destination for nearly free.

08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/24/2026

These budgeting tips provide ideas of how to live within your means and stick with that budget so you can reach your financial goals. Our tried and true is never grocery shopping hungry! We'd love to see your best budgeting tips in the comments!

it's easier than you think, we promise.

08/21/2026

A one-size-fits-all approach to financial planning isn't realistic. However, there are some rules of thumb that can help you progress toward your financial goals! Read all 9 here:

Financial planning has 9 steps: Set goals, track money, plan for emergencies, pay debt, plan for retirement, tax planning, invest, manage risk and estate planning.

08/20/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/20/2026

Traveling to your favorite destination during its low season can sometimes cut travel costs in half. If you can sacrifice perfect weather, booking your next trip during the “shoulder season” might be your ticket to the biggest savings!

https://thriftytraveler.com/guides/shoulder-season-travel/

08/19/2026

🔑 Unlock the power to shape your legacy! 🔑

As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/17/2026

Time to keep to the budgeting basics! Excel is the tried and true digital platform for creating a budget. Thankfully you don’t need to be an Excel wiz to meet your budgeting needs. Here’s how to start using Excel to build out your budgeting plan!

Creating a budget is needed on your financial journey. However, you need the tools to start. This post includes simple steps for creating a budget in Excel.