Collections

Financial Foundations

Personal Financial Wellness Assessment

The Financial Wellness Assessment analyzes your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances.

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Learning to Budget

Budgeting isn't about restriction, it's about prioritizing. The best way to avoid financial strain is to know where your money is going and plan ahead!

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Basic Saving

Whether you're saving for a rainy day or a rainy trip to London, mastering the basics of saving can help you reach your goals.

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Life Changes

As with any major life change, if you have a better grasp of the financial requirements and tasks, you can be better prepared for what's ahead.

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Saving for a Vacation

What does a trip to Cancun and a trip to Idaho have in common? They both cost money! Save for your trip, no matter the size, using smart, easy-to-understand strategies.

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Taxes

Taxes are full of nuance and complicated jargon, these resources can help.

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Opening a Checking Account

In a world of digital spending and online banking, checking accounts are becoming an increasingly vital part of personal finance.

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Giving to Charity

Give a little or give a lot, giving to charity offers more than just warm feelings. Understand the impact on your taxes and budget.

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Credit & Debt

Using Credit Cards

Using credit cards wisely paves the way for big purchases in the future, but be wary of spending more than you can manage.

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Managing Debt

Many people find themselves in debt, and many people also find ways out of it. Don't be discouraged, there are ways to manage your bills and come out on top.

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Building Credit

It takes credit to get credit, and credit is crucial to buying a new home, finding a place to rent, or purchasing a new car. You have to start somewhere, start here.

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Paying Student Loans

Around 70 percent of college graduates leave school with some kind of student debt. Learn how you can pay yours back more effectively.

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Health

Health Insurance

Premiums, deductibles, max out-of-pocket expenses—it may seem like too much to learn, but the right information can get you to a place of understanding fast.

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Paying for Health Care

Paying for health care can take a lot of know-how. Master your finances by learning the ins and outs of insurance, HSAs, FSAs, HRAs, and more.

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Managing Illness

Illness can affect every part of your life, from your ability to work to navigating day-to-day tasks. Learn more about how to best manage the impact of an illness.

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Home & Car

Buying a House

The process of buying a house is riddled with specific terminology and important decisions. Set yourself up for success by studying the ins and outs of the process.

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Getting a New Car

There's more to buying a new car than negotiating and signing on the dotted line. Know what your auto loan truly costs and how to navigate the car-buying process.

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Owning a Home

There are a lot of responsibilities that come with owning a home. Learn more about paying off your mortgage, insuring your home, and more.

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Selling a Home

Ready for a change of scenery? Selling your home is easier said than done, but careful research can help ensure that you're prepared for the financial impact.

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Renting a Place to Live

From security deposit to renter's insurance, renting a place to live comes with a unique set of challenges. Rest easy with the power of knowledge and know-how!

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Moving

Gathering boxes is the easy part. A big move can make a big impact on your finances. Not to worry, being prepared is the safest way to avoid a massive uh-oh moment.

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Family & Kids

Growing Family

A growing family means growing expenses. But no worries, you just have to know what to expect when things start changing.

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Banzai Courses

The Banzai Courses use real-life scenarios to demonstrate the power of good financial planning. For kids, teens, and young adults, these courses teach basic and advanced financial concepts.

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Teaching Kids Finances

Teaching kids about personal finances gives them a head start, and we don't just mean piggy banks! Help kids master strategies in investing, saving, and even credit.

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Getting Married

In sickness and in health, for richer or poorer...Actually, let's keep "poorer" out of it. You're a team now, tackle financial decisions, budgeting, and debt together.

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Managing a Divorce

Divorce makes an impact on your finances, from dividing assets to paying alimony or child support. Make sure you know what options are available to you.

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College

Going to College

Off to college? Learn to budget and manage all the unexpected and kind-of-expected costs that come with being on your own.

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Paying for College

Tuition is a big bill, but there are ways to make the cost of your dream school possible. Learn all you need to know to pay for that coveted degree.

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Job & Business

Starting a New Job

New job. New benefits. New You. Start your job on the right foot and adjust your personal finances for your new income and benefits package.

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Losing a Job

Losing a job is tough, but with a bit of planning and some research, you can navigate your way through it.

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Starting a Business

You have an idea, maybe you even have a business plan, but now what? You need to find some capital, manage it carefully, and hit the ground running.

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Raising Capital for your Business

To grow your business, you need capital. But how do you get it? Learn more about small business loans, lines of credit, and more.

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Managing Employee Benefits

To find and keep high-quality candidates, you need to offer benefits. Understand what benefits you must provide and how to keep your employees happy.

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Bookkeeping

Your business is running, but you might feel a little lost in all the purchases, receipts, payments, sales, and so on. How do you keep track of it all? Bookkeeping.

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Security & Emergencies

Planning for an Emergency

It's impossible to predict a car breaking down or losing a job, but it's absolutely possible to prepare for the financial blow. Emergencies happen, make sure you're prepared.

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Managing Crisis

While a crisis is often unexpected, you can navigate through troubling times confidently by exploring your options and making educated decisions.

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Fraud and Security

With hackers and scammers getting more proficient than ever, learn to protect yourself from fraud by using safe practices.

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Elder Fraud

Senior citizens are the most targeted demographic for fraud and scams. Learn how to protect yourself and your loved ones.

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Economy

Economic Health

The economy influences your finances—maybe a little, maybe a lot. See how much the economy affects you.

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Navigating Inflation

Inflation may be a normal part of a healthy economy, but it still affects prices, the value of a dollar, and your budget.

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Investing & Retirement

Begin Investing

Investing can seem overwhelming. Stocks, growth, and markets—it's a lot to learn, but anyone can do it, and it's easier than you think. Don't let the unknown keep you from a flourishing future.

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Building A Portfolio

It's not enough to invest once, in order to get a strong return and build your wealth, it's important to build a portfolio.

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Planning for Retirement

Whether it's just around the corner or decades away, now is the perfect time to start planning your retirement.

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Saving for Retirement

A lot goes into saving for retirement, and the decisions you make now will have a big impact on your future.

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Estate Planning

Whether it's large or modest, most everyone has an estate—a collection of everything a person owns. Dictate what happens to it now so that you can ensure that your wishes are met.

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