Saving

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.

Vicky reflects on her experience as a second generation Mexican-American and how her culture plays a role in the way her family and her Hispanic heritage view banking and how both can begin to build trust.

Developing positive saving and budgeting skills will have a major impact on your financial journey. These tips will help you handle life’s necessities and give you the freedom to enjoy life without constant worry of how to afford it.

Create your own fun during the Easter holiday! Join our favorite ocelot and mountain lion in making art for the Easter Bunny.

Balance is important when it comes to saving and spending. Learn how to compromise so you can get what you want now and still reach your goals in the future.

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 journey to a college degree isn’t easy, but you can make sure that you aren’t drowning in debt at the end of it. Here are a few ways to smooth out the path ahead of you.

Let's face it, instant gratification feels great in the moment, or at least until you get home and realize you won't be able to treat yo' self for months. However, giving yourself more time to pay upfront instead of using credit is way more beneficial to your wallet. Get started with setting up a budget within your means.

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.

Refinancing an auto loan can be a great way to lower your interest rate and a monthly payment, helping you save money for other exciting things in life. Read all about what goes into a vehicle refinance to determine if it’s the right financial move for you.

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.