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Learning & Guidance

Charlotte Metro’s Learning and Guidance provides you with dozens of educational resources, guides, quizzes, and customizable templates to make connecting the financial dots in planning, implementing, and reaching success simple. Check it out!


As the Content Specialist and author of the Learning & Guidance Center, Yanna enjoys motivating others by uncovering all that's possible in the world of finance. From financial tips and tricks to ultimate guides and comparison charts, she is obsessed with finding ways to help readers excel in their journey towards financial freedom.

Debt | Credit Cards

By: Yanna
April 14th, 2022

Have you ever received a credit card statement and weren’t quite sure what you were looking at? I get it!

Budgeting | Credit Cards

By: Yanna
April 7th, 2022

“How can I track my credit card expenses?” We’re asked this question all the time, which is understandable since you have every right to have and be in control over your credit card spending. Keeping track helps you stay on top of fraud as soon as it occurs and helps with sticking to a budget and maintaining a low balance.

Debt | Credit Cards

By: Yanna
April 6th, 2022

Imagine you received your brand-new credit card in the mail… on one hand, you’re excited and are already thinking about what you're going to buy. On the other hand, you keep reminding yourself that you're not going to be careless with your first credit card and not give in to impulse buys.

Debt | Credit Cards

By: Yanna
March 23rd, 2022

Having a credit card has a lot of benefits including building your credit, getting rewarded for spending with cash back or travel points, and increasing your buying power. These perks are really great when you keep a low to non-existent balance every month, but it’s hard to enjoy its benefits if your balance is constantly building.

Banking 101 | Checking Account

By: Yanna
March 22nd, 2022

When it comes to easily managing your everyday spending, you need to make sure you have the right account for your needs. Unlike an auto loan that has one specific purpose (to help you buy a vehicle) you have a ton of different checking account options to help you get the job done.

Financial Safety

By: Yanna
March 18th, 2022

Imagine belonging to a financial institution that has safeguards in place to protect money and other assets from fraud, and your account still has fraud. Isn't that infuriating?

Budgeting | Savings Accounts

By: Yanna
March 17th, 2022

Be honest - how many times have you been in this situation: You take the time to sit down and really hammer out your budget. You know how much money should be going towards groceries and eating out, you’re set up to save a little more each month, and you feel good about your new system.


By: Yanna
March 11th, 2022

Chances are if you’re here reading this, you’re like me - you love getting to celebrate yourself and your loved ones with special occasions. Unfortunately, with all of life’s normal expenses for bills, groceries, savings, it can sometimes feel like there’s not enough money in your budget for the fun stuff.

Savings | Retirement

By: Yanna
March 9th, 2022

Be honest – how many times have you been sitting at work picturing life in retirement? Maybe you’re sitting on a beach, in a cabin in the mountains, traveling to your bucket list destination, or just cuddled up with a good book at home. No matter what your retirement goals are, one question stays the same - how can I save and plan for the lifestyle I want in retirement?