Level-up Your Financial Literacy

The first step to improving your financial situation is understanding the conditions, perceptions, and behaviors that affect your money mindset.

The latest from Julep

A Simple Guide to Total Financial Wellness 

Let’s face it, thinking about your whole financial picture can be scary — especially if you know you've made some financial mistakes on your journey. But set your fears aside because this financial wellness guide is low-stress and easy to understand (even if you're a...

How To Save Money the SMART Way

Let’s face it: saving money is hard. And sometimes, it feels like you can never quite save enough. But, you’re not alone.  According to CNBC, only 44% of Americans can afford an unexpected $1,000 emergency.  Having a savings account is important to plan for life's big...

A Guide to Understanding Investments

Sure, investing can be a complex and confusing topic— but learning how to invest doesn't have to be complicated! In this guide, we'll break down the essentials of investing so that you can feel confident about making investment decisions about your money. So stick...

Budgeting For Couples: A Guide 

You know what they say: a couple that budgets together stays together. Okay, maybe that's not exactly true. But if you're looking for a way to ensure a loving, harmonious relationship, you need a solution that makes budgeting for couples simple and seamless.   Why...

Financial Wellness

Financial Habits That Help Build Financial Freedom   

Financial Habits That Help Build Financial Freedom   

Ah, the sweet smell of financial freedom. The kind of freedom that forever banishes the bank account balance scaries. The kind where the paycheck hits and actually lasts until it's time for the next one (and then some).  We've all made a few money moves that we're not...

How to Achieve Financial Abundance 

How to Achieve Financial Abundance 

From your favorite YouTube guru to the most popular daily affirmations page on Insta, the phrase “financial abundance” has been an elusive buzz phrase we’ve all heard. But what does it really mean? Financial abundance is about recognizing the limitless opportunities...

Investing

Is It More Important To Pay Off Debt Or Invest? 

Is It More Important To Pay Off Debt Or Invest? 

When it comes to financial wellness, it can feel like you've got a lot of balls in the air. You've got to manage a budget, build up savings, invest in retirement, and chip away at debt all at once—sheesh! So, what do you prioritize? Should you build your savings, pay...

A Guide to Understanding Investments

A Guide to Understanding Investments

Sure, investing can be a complex and confusing topic— but learning how to invest doesn't have to be complicated! In this guide, we'll break down the essentials of investing so that you can feel confident about making investment decisions about your money. So stick...

Financial Planning

Setting SMART Financial New Year Goals for 2023

Setting SMART Financial New Year Goals for 2023

Dream with me for a moment—let's say that in 2023, you were guaranteed the chance to achieve a huge milestone in your life. What milestone would you choose? Would you marry the love of your life and have a dream wedding? Maybe you would buy a new house or even send...

Making Active Income vs. Passive Income

Making Active Income vs. Passive Income

Working a nine-to-five isn't the only way to keep money flowing into your bank account. Some people build powerful income streams that keep earning money with little to no ongoing effort.   I know what you're thinking—and no, I'm not talking about revenge-hacking your...

Borrowing

A Guide to Understanding Investments

How to Manage Debt Without Cramping Your Style

It's Friday evening, and your friends are posting selfies while blowing off some steam during another big night on the town. And here you are at home, phone in hand, scrolling through all the fun everyone else is having. How on earth are you supposed to live life to...

How Much Credit Card Debt Is Too Much?

How Much Credit Card Debt Is Too Much?

Want to play a quick game of would-you-rather? Okay, you go first. Would you rather a new acquaintance read your text messages or credit report?  If you're like most people, you'd rather reveal the secrets buried in your message history than the ones on your credit...

Saving

How To Save Money the SMART Way

How To Save Money the SMART Way

Let’s face it: saving money is hard. And sometimes, it feels like you can never quite save enough. But, you’re not alone.  According to CNBC, only 44% of Americans can afford an unexpected $1,000 emergency.  Having a savings account is important to plan for life's big...

Spending

Prosocial Spending: Charitable Donations for the Holidays

Prosocial Spending: Charitable Donations for the Holidays

Would you like to round up and donate the difference today? If you're like 71% of people in the checkout line, you've opted to make charitable donations to a good cause at least once!  When it comes to prosocial spending (spending for a good cause like making...

5 Tips to Steer Clear of the Holiday Spending Hangover This Year 

5 Tips to Steer Clear of the Holiday Spending Hangover This Year 

It may be the most wonderful time of the year, but for many people, the financial aftermath of the holiday season is anything but merry. If a holiday overspending hangover is something you're worried about this year, you're not alone. This holiday season is expected...

contact us

Get Financial Literacy Tips Delivered to Your Inbox!

Subscribe to Julep’s informational newsletter to get helpful tips and product updates via email.