Use the Financial Wellness Assessment to discover your personal finance strengths and weaknesses.
Coaches
Broaden your knowledge of what costs affect your wedding plans and budget.
Receive guidance for getting out of debt based on your unique situation.
Find out how much you need to save for a new baby!
Calculate how much it costs you to drive to work.
Use real-life information to learn the basics of bookkeeping for your business—spreadsheet provided!
Learn about tax return basics, including filing status, deductions, and credits.
See how using a Traditional or Roth account will affect your retirement savings.
Explore your options for earning extra income and see how much you could bring in every month.
Test your cyber safety smarts with an interactive simulation designed for teens 13-18.
Discover your net worth based on your assets and liabilities, and learn how it fits into your overall financial wellness.
Evaluate your grocery spending and set a realistic budget based on food costs.
Learn the difference between an HSA and FSA, and predict your health care costs.
Practically everyone has an estate. Make sure your estate is taken care of when you're gone.
Learn how to build your credit score from scratch or boost your decent score.
Outline your savings goals and timelines to see how saving with a purpose can help make them happen.
Discover a monthly auto loan payment that fits your budget and see an ideal purchase price range based on that number.
Create a list of potential expenses for your first year of college.
Learn the basics of SBA loans and see if it's right for your business.
Compare the 4 most popular business structures in 6 key areas to determine which will best suit your business.
Find the mortgage that will work best with your goal monthly payment.
Create a custom budget that follows the 50/30/20 rule and fits your life as a teen.
Deepen your understanding of how health insurance works as you walk through a common scenario step-by-step.
Use this tool to quickly check if a suspicious message could be a scam.
Filling out the FAFSA could save you thousands in college expenses, and it may be easier than you think.
How much do you need to save for your emergency fund? Find out!
Make a plan for what to do when you’re contacted by a debt collector.
Creating a budget that works for you is essential to financial wellness and freedom.
Make sure your holiday merriment matches your budget. Set a spending target and walk through potential expenses to avoid after-holiday regret (and debt).
Set a goal for reducing your budget each month, then evaluate your expenses and create new goals.
Learn about life insurance and discover how much term life insurance you need.
Make a plan to prepare for an economic downturn outside of your control.
