PlanMember Financial Corporation

05/20/2026

Graduation season marks a major milestone for both students and families.

As your teen prepares for their next chapter, it may be the first time they’re making financial decisions on their own. Now is a natural time to continue — or start — the conversation about their finances.

We’ve outlined 10 tips to help you guide your conversations. Visit the link below to get the full guide: https://www.planmember.com/members/10-tips-to-talk-to-your-teen-about-money/

05/19/2026

Unlock smart ways to use your home’s equity! Whether you’re thinking about renovations, consolidating debt, or funding education, learn how a home equity loan could help you reach your financial goals without risking your future.

Buying a home is one of life’s major milestones. Beyond providing a personal space to decorate, host, and truly make your own, homeownership can also open new financial opportunities. Over time, as you pay down your mortgage and your property appreciates in value, you build home equity. Equity is ...

05/18/2026

There is a new way to save for your child's future. If you have a newborn, you also may be eligible for a special government gift.

There is a new tax-advantaged savings and investment account designed especially for children. Known as a Trump Account, it provides a new way to save for a child’s future. These accounts are owned by the child but administered by an adult and work much like a custodial IRA, but with special rules...

05/10/2026

Mothers give their time, love, and wisdom to shape our future. Happy Mother’s Day to the women who were there for us every step of the way. 💛

05/08/2026

You've worked hard for your money & deserve to enjoy it on travel! Check out my 5 tips for smarter, comfier trips after 50. Perfect for your next adventure.

Enjoying travel after 50 is about comfort, safety, and smart money choices that protect your future. Here are five focused tips tailored to you.

05/06/2026

Group dinners, trips, and shared gifts are fun, but splitting the costs isn’t always easy. The good news? Clear communication and a few smart habits go a long way. Discover 5 practical ways to make group spending organized, transparent, and completely stress-free.

Your fancy dinner out with friends finally made it out of the group chat! But now that the check is here, you’re wishing you could hide behind your screen to avoid that awkward money conversation. But it doesn’t have to be this way! Here are five simple ways to avoid uncomfortable money moments ...

05/04/2026

Teacher Appreciation Week is here! Teachers turn curiosity into knowledge, uncertainty into confidence, and potential into purpose. This week, we’re celebrating the magic that happens – inside and outside the classroom – because of you. Thank you for all that you do!

04/24/2026

Strong credit isn't built in a day. It is built with the right daily decisions. reminds us to stay focused on the basics: Paying on time, keeping your balances low, and being mindful of opening new accounts.

The key is to stay consistent and take a long-term approach. Small steps today can lead to greater flexibility in your future.

Save this post and follow along during Financial Literacy Month as we share practical money moves you can start using today!

04/22/2026

This , we're sharing a three-part series with practical money moves you can start using today.

We'll kick things off with budgeting: the foundation of every strong financial plan. A good budget doesn't restrict you. It gives you more freedom by showing you exactly where your money goes ➡️

04/17/2026

Markets may react quickly but keeping a long-term perspective matters.

In our latest update, we break down how geopolitical tensions, inflation concerns, and changing interest rate expectations are driving short term volatility while the broader economic outlook stays resilient.

Stay focused, stay informed, and avoid reactionary decisions during uncertain times.

March 31, 2026 Heather Rupp, CFA, VP Investments Tom Nugent, Executive Vice President, Chief Investment Officer The first quarter of 2026 has not been light on market moving events. The administration’s successor to the Federal Reserve Chair was announced, with Kevin Warsh expected to take the hel...