Start the new year off right with financial wellness tips and tools

Happy New Year! North Shore Bank has a ton of tips and tools to help you make financial wellness a priority in 2023, right from the get-go.

  • For starters, see where you stand with a Financial Wellness Assessment. In the Learning Center menu at the top of the bank’s website, choose “Financial Wellness” and then scroll down to the Topics section. This interactive tool will tell you how you’re doing and what you can do to improve.
  • Our Budgeting Coach is a great next step. Scroll back up and click “Create a Budget” in the Featured section. This five-minute interactive tool walks you through creating a budget and reducing spending.
  • The 50/30/20 rule is a simple, effective guideline to make saving easier. In short, divide your after-tax income by applying 50 percent of it to needs, 30 percent to wants, and 20 percent to long-term savings.
  • Our bankers have also shared some of their favorite savings-boosting tips in a blog post to kick off the new year. Take advantage of all of these resources to make 2023 your most financially healthy yet!

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