Planning

Discover what certificates of deposit are and how you can use cd laddering to further your financial goals. No stocks, no stress, all guaranteed.

Passing wealth down from generation to generation used to be a common practice in most cultures, whether cash, property or knowledge. With changes in societies and economies over the years, that’s no longer the case, but there are still many ways for families to set future generations up for financial success.

The ultimate guide to must-have essentials when moving out on your own

Everyone’s financial journey looks different, but everyone should have the same access to a bank or credit union that best fits their banking needs - even, and especially, when they don’t know quite what those needs are yet. From opening your first bank account to setting your future kids on a successful path, the financial institution you choose can make all the difference.

For Mental Health Awareness Month, we looked at 5 of the most common issues in banking that cause overwhelming stress and broke down solutions to each. If any of these sound familiar, you’re not alone and there’s a better way!

We all have our own financial journeys throughout life. There will be stumbles and successes on the road of financial literacy, but here’s the secret that the adults never told us: There’s no road map or perfect formula to banking. Sharing experiences, however, is a good place to start. Here’s what I’ve learned so far as I navigate my way through this sea of green money and, almost always by accident, choose which paths to wander down.

How can you make money to buy what you want while balancing school and extracurriculars? If you’re ready to work hard, your options are open.

Set the foundation for a future of financial education so your child is prepared to conquer the world.

Don’t let thoughts of the future overwhelm you. Start now, and even little steps will take you far in the long run!

The tale of 2020 will be told for years to come. No one has been left untouched by stress and uncertainty and it seems like every day comes with news so wild, it can’t possibly be true. Yet through it all, we have come together as a community. We will survive to tell the tale. Now? It’s time to take back control and thrive.

Unfortunately, the PPP loans process disappointed many small businesses when the program started, but see how one Arizona ice cream shop kept on churning thanks to SunWest.

Learn what makes you a target as new COVID-19 fraud schemes develop every day.

Here at SunWest, we know just how overwhelming things can get when it comes to your finances and we strongly believe everyone needs a partner to help them on their journey.

It can be overwhelming to think about your children’s future finances when, let’s be honest, we’re still trying to get it all together as adults. Start here with easy money tips to create a manageable strategy to help your kid be financially successful from the word go.

Learn how to set your financial goals for 2023 and how to easily achieve your goals. With our easy budgeting tips, you’ll start the year off on the right foot and have the skills you need to stay motivated and focused all year round.