The ultimate checking checklist
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Managing a checking account is one of the first steps in developing a strong financial foundation. It serves as a tool to manage money and see where your money is going. Learn the basics about checking accounts in this module:
Credit scores heavily impact your financial wellbeing and if you’re not careful it could set you back. Learn how to establish a healthy credit score in this module. We’ll discuss:
Most of us travel with a laptop or have our phone on-hand 24/7. Why not take advantage of access to your bank accounts on-the-go to monitor activity, make transfers and pay bills anytime, anywhere? In this module, we'll discuss:
If you’re not consistently monitoring your account, you could end up with a negative balance and an overdraft fee. This module discusses the following:
Credit cards can be extremely helpful if you know how to responsibly manage credit limits and make your payments on time. Discover how credit cards work and what features to look for in this course.
A savings strategy is key to your financial success. In this course, learn how to save money and which options are optimal for you.
Did you know it’s recommended to have 3-6 months of expenses saved up? Learn why an emergency savings fund is a worthwhile investment so you’re not scrambling for cash when there's a surprise expense. This quick course includes the following:
In this course, evaluate the costs of college and discover how to save and pay for higher education.
Learn about the process, benefits, risks and tax implications of using a 529 plan to save for college. You’ll learn the following:
Discover the benefits and potential risks of a Certificate of Deposit (CD), a savings account that holds your funds for a specific period of time and earns interest. This module covers:
If you're ready to cruise around town, it could be time for an auto loan. But, how do you decide what vehicle and loan option is best? Check out the tips in our quick course.
Part of the ‘American Dream’ is owning a home but the home buying process may feel overwhelming. In this module, we dive into the factors you need to consider before buying a home.
You’ve decided to buy a house, congratulations! But, what comes next? Explore the home buying process in this module:
Selecting the right mortgage is key as it ensures your home buying process is smooth. In this module, we take a deeper look at the types of mortgage loans you can take out.
Rates can change over time and sometimes those adjustments can be beneficial. Refinancing allows you to secure a better rate based on the current market.
Being in charge of your money starts with understanding what’s coming in and out of your bank account each month.
A shocking amount of information about us can be found online. Are you taking the proper steps to help protect your personal information?
Insurance can offer you and your loved ones peace of mind. With several options out there, how do you know if you’re getting a good deal? In this module, we’ll explore what to consider and how to avoid bad deals when shopping for insurance:
Tax season can be a stressful time. Understanding the ins-and-outs of tax brackets and annual filing can help you feel at ease.
Debt can help us accomplish larger goals, like buying a new car or your dream house. But if you take on too much debt, you might struggle to catch up. In this course, discover ways to manage debt responsibly: