The Cost of a Wedding
5 min activity
Broaden your knowledge of what costs affect your wedding plans and budget.
Coaches
Get Out of Debt
5 min activity
Receive guidance for getting out of debt based on your unique situation.
The Cost of Baby’s First Year
3 min activity
Find out how much you need to save for a new baby!
Basic Bookkeeping
20 min activity
Use real-life information to learn the basics of bookkeeping for your business—spreadsheet provided!
Your Tax Return Pre-Game
5 min activity
Learn about tax return basics, including filing status, deductions, and credits.
Retirement Funds
5 min activity
See how using a Traditional or Roth account will affect your retirement savings.
Earning Extra Income
3 min activity
Explore your options for earning extra income and see how much you could bring in every month.
Financial Wellness Assessment
2 min read
Use the Financial Wellness Assessment to discover your personal finance strengths and weaknesses.
Are You Cyber Safe? For Teens
10 minute activity
Test your cyber safety smarts with an interactive simulation designed for teens 13-18.
Know Your Net Worth
3 min activity
Discover your net worth based on your assets and liabilities, and learn how it fits into your overall financial wellness.
Grocery Budget Assessment
3 minute activity
Evaluate your grocery spending and set a realistic budget based on food costs.
Make the Most of Your HSA or FSA
5 min activity
Learn the difference between an HSA and FSA, and predict your health care costs.
Estate Planning Checklist
5 minute activity
Practically everyone has an estate. Make sure your estate is taken care of when you're gone.
How Do I Build Credit?
5 Min Activity
Learn how to build your credit score from scratch or boost your decent score.
Repairing Credit
5 Min Activity
Learn how to repair your credit score when it's gone awry.
Saving With A Purpose
3 min activity
Outline your savings goals and timelines to see how saving with a purpose can help make them happen.
What Auto Loan Can I Afford?
7 min activity
Discover a monthly auto loan payment that fits your budget and see an ideal purchase price range based on that number.
The Cost of College
7 Min Activity
Create a list of potential expenses for your first year of college.
Your First SBA Loan
6 min activity
Learn the basics of SBA loans and see if it's right for your business.
Business Structure Quiz
5 min activity
Compare the 4 most popular business structures in 6 key areas to determine which will best suit your business.
What Mortgage Can I Afford?
7 min activity
Find the mortgage that will work best with your goal monthly payment.
The 50/30/20 Rule for Teens
3 min activity
Create a custom budget that follows the 50/30/20 rule and fits your life as a teen.
Understanding Health Insurance
3 min activity
Deepen your understanding of how health insurance works as you walk through a common scenario step-by-step.
Scam Checker
3 min activity
Use this tool to quickly check if a suspicious message could be a scam.
Filling Out the FAFSA
10 min activity
Filling out the FAFSA could save you thousands in college expenses, and it may be easier than you think.
Build Your Emergency Fund
3 min activity
How much do you need to save for your emergency fund? Find out!
Navigating Debt Collections
7 Min Activity
Make a plan for what to do when you’re contacted by a debt collector.
Create a Budget
5 min activity
Creating a budget that works for you is essential to financial wellness and freedom.
Create a Holiday Budget
3 minute activity
Make sure your holiday merriment matches your budget. Set a spending target and walk through potential expenses to avoid after-holiday regret (and debt).
Trim Your Budget
5 min activity
Set a goal for reducing your budget each month, then evaluate your expenses and create new goals.
Am I Ready to Retire?
7 min activity
Are you on track to meet your retirement goal?
Term Life Insurance
3 min activity
Learn about life insurance and discover how much term life insurance you need.
How to Weather an Economic Storm
5 min activity
Make a plan to prepare for an economic downturn outside of your control.
Digital Wellness Assessment
7 Min Activity
Find out how your use of technology is impacting you and what you can do about it.
Out of Work
3 min activity
Review changes to your budget and benefits when you’re out of work, and create an action plan for moving forward.
Workplace Cybersecurity
8 min activity
Learn how you can protect your company, and yourself, from common online threats.
