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Money Management

Learn how to budget and save to reach your financial goals, keep your spending in check, manage money through online and mobile banking, and more.

Format
TOPIC
  • A couple discussing their finances.

    How to Discuss Your Finances as a Family

    • Article
    |⠀3 min read
  • A couple using their credit card.

    How to Budget for a Successful Vacation

    • Article
    |⠀3 min read
  • A man reviewing documents.

    Tips to Combat Inflation and Rising Interest Rates’ Impact on Your Finances

    • Article
    |⠀3 min read
  • A customer and a car salesman signing paperwork for a new car.

    Tips to Help You Save for Large Purchases

    • Article
    |⠀3 min read
  • Doop! Introducing the WSFS Bank Philadelphia Union Visa Debit Card.

    WSFS Bank and Philadelphia Union Launch Co-Branded Debit Card

    • Article
    |⠀3 min read
  • A couple discussing their finances with their advisor.

    WSFS’ Dr. Michelle Burroughs Discusses the Importance of Financial Access with WDEL

    • Video
    |⠀2 min read
  • A man using a laptop while holding his credit card.

    Tips to Manage Your Borrowing and Debt as Interest Rates Rise

    • Article
    |⠀3 min read
  • A real estate agent showing paperwork to a man and a woman.

    Applying for a Mortgage – Top Dos and Don’ts

    • Article
    |⠀3 min read
  • A woman using a laptop.

    Tips for Recent Grads to Take Control of Their Finances

    • Article
    |⠀3 min read
  • A businessman showing a couple information on his computer.

    The Importance of Financial Education in Reaching Your Goals

    • Article
    |⠀3 min read
  • A couple laughing in front of their computer.

    Tips to Take Advantage of Rising Interest Rates for Your Savings

    • Article
    |⠀3 min read
  • A mother reviewing her finances while her child plays in the background.

    The Impact of Inflation and Rising Costs on Consumers

    • Article
    |⠀3 min read
  • A couple reviewing financial mail.

    Americans Confident Managing Money, But Concerns Remain About Inflation, Rising Costs and More

    • Article
    |⠀3 min read
  • A couple speaking with a businessperson.

    Maximizing Your FDIC Coverage

    • Article
    |⠀3 min read
  • Two children running through a doorway, their parents in the background.

    If You Are Re-Entering the Homebuying Market in 2023, You May Be Rewarded

    • Video
    |⠀3 min read
  • A business handshake.

    CDs and Money Markets – Safe Paths to Increased Savings

    • Article
    |⠀3 min read
  • A carpenter installing a stone walkway.

    Feeling Spring Fever? Now’s a Great Time to Tap Into Your Home’s Equity

    • Article
    |⠀3 min read
  • A family smiling while speaking with a business person.

    The Impact College Savings Has On Financial Aid

    • Article
    |⠀3 min read
  • A mother reviewing her finances while her child plays in the background.

    The Benefits of Bringing Cash When Traveling Internationally

    • Article
    |⠀3 min read
  • Placeholder image for calculators, of chart icons on a blue background.

    Loan & Credit Line Payment Calculator

    • Calculator
  • Placeholder image for calculators, of chart icons on a blue background.

    Equity Line of Credit Payments Calculator

    • Calculator
  • Placeholder image for calculators, of chart icons on a blue background.

    Compound Savings Calculator

    • Calculator
  • A woman using mobile deposit on a check.

    How to Use Online and Mobile Banking to Simplify Your Finances

    • Article
  • A mother and daughter looking at a cell phone.

    Invest in a CD to Maximize Your Savings as Interest Rates Rise

    • Article
    |⠀3 min read
  • A couple paying bills online.

    How to Stay on Budget in the New Year and Beyond

    • Article
    |⠀3 min read
  • Two women unpacking boxes of books.

    If You’re in the Market for a New Home, You May Have More Buying Power in 2023

    • Article
    |⠀3 min read
  • A couple paying with a credit card.

    Tips to Manage Increased Holiday Spending Costs This Year

    • Article
    |⠀3 min read
  • A family doing their holiday shopping.

    How to Shop for the Holidays on a Budget

    • Article
    |⠀3 min read
  • A couple getting the keys to their new home from their real estate agent.

    Achieving the Dream: Managing Costs, Funding Programs and Your Money When Buying a Home

    • Video
    |⠀3 min read
  • A mother and daughter holding their new house keys.

    “My Home.” How WSFS Mortgage Customers Are Using Funding Programs and Grants to Bring Their Home Ownership Dreams to Life

    • Article
    |⠀3 min read
  • An illustration of two people with thought bubbles that say “spend & save more” and “inflation & rising costs.”

    The Effects of Inflation, Rising Costs and Increasing Interest Rates Driving Regional Consumers to Re-Think Their Future Finances

    • Article
    |⠀3 min read
  • A man and woman calculating their finances on a laptop.

    Spending, Saving and Inflation – Planning Your Finances in an Unsettled Economy

    • Video
    |⠀3 min read
  • A woman using a laptop computer.

    Tips for Managing Your Student Loans and Repayment Options

    • Article
    |⠀4 min read
  • A family in front of their newly purchased home.

    More Inventory May Fuel Lower Prices for Fall Homebuyers, But They Will Still Need to Watch Their Finances Closely

    • Article
    |⠀3 min read
  • Woman and child shopping for school supplies.

    Back-to-School Budgeting: How to Shop for a Successful School Year on a Budget

    • Article
    |⠀3 min read
  • WSFS Associates on a television show, speaking about finance tips.

    WSFS and Bryn Mawr Trust Provide 6abc Viewers with Tips and Advice on Money Management, Investing and Buying a Home

    • Video
    |⠀3 min read
  • Man, woman, and child looking at map and packing suitcase.

    Tips for Booking a Vacation that Won’t Stretch Your Wallet Too Thin

    • Article
    |⠀3 min read
  • Man and woman looking at paperwork.

    How to Fine-Tune Your Budget to Account for Rising Costs

    • Article
    |⠀3 min read
  • A couple relaxing amongst moving boxes in their new home.d

    Mortgage Rates Are Still Rising, and So Are Selling Prices. Here’s How to Adjust Your Buying Approach

    • Article
    |⠀3 min read
  • Woman and man high-fiving in front of laptop.

    How to Overcome Obstacles and Achieve Your Financial Goals

    • Video
    |⠀3 min read
  • A trophy with a dollar sign on it.

    Americans Are Confident They Can Achieve Their Financial Goals, But High Costs and Poor Credit Create Obstacles for Many

    • Article
    |⠀3 min read
  • Man and woman shaking hands with businessman.

    The Importance of Financial Access to Build Confidence in Your Money Management Skills

    • Article
    |⠀3 min read
  • Woman using credit card to purchase something on phone.

    With Interest Rates Rising, Now is the Time to Fine Tune Your Credit and Spending Habits

    • Article
    |⠀3 min read
  • A man looking at his cell phone and his credit card, while using his laptop.

    How To Build Your Credit Score and Responsibly Use Credit

    • Article
    |⠀3 min read
  • Man and woman shaking hands with businessman.

    What to Look for When Building Your Homebuying Team

    • Article
    |⠀3 min read
  • A family carrying boxes into their new house.

    Thinking About Buying a Home in the Region? Now Is a Great Time to Act

    • Article
    |⠀3 min read
  • A vector illustration of houses and a tree.

    WSFS Mortgage Offers New Program to Help Customers Realize Their Dream of Homeownership

    • Article
    |⠀3 min read
  • Woman scanning a check using her phone.

    Tips to Get the Most Out of Online and Mobile Banking

    • Article
    |⠀3 min read

Explore Topics

Helping you boost your financial intelligence.

Read our financial resources from your friends at WSFS.

Disclosures

Survey Methodology
The study was conducted by research company Opinium. The sample includes 1,000 national respondents and 1,001 in the Greater Philadelphia and Delaware region who reside in five southeastern Pennsylvania counties (Bucks, Chester, Delaware, Montgomery and Philadelphia), four southern New Jersey counties (Atlantic, Burlington, Camden and Gloucester), and all three Delaware counties (Kent, Sussex and New Castle). All respondents were ages 18+. The online survey was conducted from February 28-March 8, 2023, with a combined regional and national margin of error of +/- 3.1 percent.