How to build a budget
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Managing a checking account is one of the first yet most important step of developing a strong financial foundation. It serves as a tool to manage money and see where your money is going. Each financial institution offers different checking accounts with various requirements and features. 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 through our module. We’ll discuss:
As technology continues to improve, we’re able to stay digitally connected with not only our friends and family, but our banks. Online and mobile banking offers you the convenience of managing your funds wherever and whenever. In our module, we’ll discuss the following:
If you’re not consistently monitoring your account, you could end up with a negative balance. Your account has been charged an overdraft fee. This module discusses the following:
Credit cards are financial tools that can be extremely helpful if you know how they work and when to use them. Discover how credit cards work, what features to look for, and how to manage a credit card responsibly. In this course, we’ll cover:
If you don’t have a credit or debit card, prepaid cards are an alternative solution. However, they may not have the same benefits that credit and debit cards have. Learn about prepaid cards in our module to see:
Learn how to save money and which options are optimal for you. Saving money is a major key for your financial success. In this course, we’ll talk about:
Did you know it’s recommended to have 3-6 months of expenses saved up? Learn why an emergency savings is a worthwhile investment so you’re not looking for loose change in the couch when you have an unexpected expense. This quick course includes the following:
Evaluate the expenses college will yield and discover different ways to save and pay for college. In this course, we discuss the following:
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, potential risks, and decision-making process for opening a Certificate of Deposit (CD). This module covers:
With life always on the go, having a car can make things easier. However, cars are expensive and which one is right for you? Check out the options to help you buy the car you need in this module:
Part of the ‘American Dream’ is owning a home but the home-buying process can seem very overwhelming. In this module, we dive into the factors you need to consider before buying a home:
You’ve decided to buy a house! 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. Learn about refinancing your mortgage in this article.
Sometimes you need help making your next mortgage payment. There are mortgage relief programs to help you in your time of need.
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 help give 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 for people. Understanding the ins-and-outs can help make things less complicated. Learn the basics of taxes in this module:
Discover different methods of debt management.
If you’re aiming to achieve financial freedom and gain control over your life, then the FIRE Lifestyle may be for you. In this module, take a deeper look into world of FIRE Lifestyle: