• How to Send Money with Zelle® Safely, Zelle® is a fast, safe and easy way to send and receive money with people you trust, like your babysitter, coworkers, fellow PTA mom, or your son’s soccer coach. Whether you just enrolled with Zelle® or have been an active user for a while, there are a few tips you should always keep in mind to ensure you are being safe when sending money.   , Only send money to those you know and trust , Money moves fast with Zelle®, directly from bank account to bank account within minutes,* so it’s important you know and trust the people you’re sending money to. Why? Because you can’t cancel a payment once it’s been sent if the recipient is already enrolled with Zelle®. And if you send money to someone in advance for a product or service you don’t end up receiving, you may not get your money…, Beware of payment scams , If you receive a call from someone threatening a negative action, such as fraud on your account or utilities being shut off unless you make a payment with Zelle®, slow down and think it through. This might be a scam. Scammers use fear and urgency to get people to act on impulse rather than reason. Also, keep in mind that no one from [FI Name] will ever ask you to send money with Zelle® as a test…, Treat Zelle® like cash , Did your friend change phone numbers recently? It’s easy for people to change their phone number or email address. Always make sure the name that appears on the confirmation screen matches the intended recipient. When in doubt, contact the recipient to verify the U.S. mobile number or email address they used to enroll with Zelle® before you hit “Send.”  Remember, if a person has already enrolled…
  • Helping Young People Grow into Financial Wellness Whether it's a multiple of 18 for chai (pronounced 'kai,' meaning "life" in Hebrew) or not, cash is always a welcome gift for the bar or bat mitzvah. Parents need to teach their children smart financial habits, and the bar and bat mitzvah is a good time to think about how to create smart strategies to save and grow the gifts of cash. Money experts…