Collection

Financial Well-being

The ability to be fully aware of our current financial state and to set short and long-term goals regarding finances that will allow us to reach our personal aspirations and achieve self-defined financial success.
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Saving
6 min activity
Budget Calculator
Anticipate monthly and yearly expenses and manage your income with this budget calculator.
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Budgeting
2 min read
The Upside of Frugality
Frugal living not only saves you money, it pays huge dividends. Is a penny saved really a penny earned? Or is there more to it?
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coach
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Life Changes
2 min read
Financial Wellness Assessment
Use the Financial Wellness Assessment to discover your personal finance strengths and weaknesses.
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Saving
2 min read
What Is Inflation?
Inflation happens when prices increase and purchasing power decreases.
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coach
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Saving
3 min activity
Saving With A Purpose
Outline your savings goals and timelines to see how saving with a purpose can help make them happen.
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Saving
1 min activity
Savings Calculator
With this savings calculator, you can see how your money will grow in a savings account and compare how different compound interest rates and saving periods impact your savings.
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calculator
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Saving
1 min activity
50/30/20 Calculator
Following the 50/30/20 Rule, divide your income into three categories: Needs, Wants, and Savings.
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article
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Saving
2 min read
Digital Spending Traps
Many apps, games, and websites use deceptive or exploitative tactics to convince you to make purchases, learn how to avoid being tricked into paying more.
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Borrowing And Credit
4 min read
Interest
Interest is one of the most powerful tools in your financial arsenal and one of the more slippery dangers.
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calculator
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Saving
2 min activity
Simple vs. Compound Interest Calculator
What difference will simple and compound interest make when it comes to your principal?
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article
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Saving
7 min read
50/30/20 Rule
A simple, practical rule for a budget that's easy to implement.
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coach
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Budgeting
5 min activity
Trim Your Budget
Set a goal for reducing your budget each month, then evaluate your expenses and create new goals.
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calculator
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Saving
2 min activity
Inflation Calculator
Inflation measures how much prices and goods rise over time in an economy. Healthy inflation is normal, but it can impact your budget.
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article
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Saving
3 min read
Opening Your First Account
Ready to open your first account at a bank or credit union? Here’s a rundown of everything you need to know.
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Saving
4 min read
What is Financial Literacy?
Financial literacy is knowing what finances are and how to spend, save, and manage money effectively. But it’s not a light switch—you don’t flip the switch and be done with it.