Achieving financial wellness is an individual journey that involves understanding your financial situation, setting realistic goals, and making informed decisions to secure your financial future. It encompasses managing your income, expenses, savings, and investments to ensure you can meet your current needs while planning for the long-term. Use this guide to help you on your path to financial wellness.
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Follow Our Path to Financial Wellness
Start with Module 1 and work through all seven modules to learn more about finances and take control of your future.
Module 1: Manage Your Money
Learn how to create a budget that works for you and your goals.
Module 2: Create Your Financial Goals
Follow these steps to set effective financial goals and create an action plan for each goal.
Module 3: Build Your Emergency Savings
How much should I put in an emergency savings account? What emergencies should I save for? Let us help you answer these questions and more!
Module 4: Build Your Credit
Understand all aspects of credit including how to build, repair, and freeze your credit, how credit scores are created, and what you need to know about credit cards, loans, and interest.
Module 5: Save for the Future
Find the best account type for your financial goals and discover the power of automating your savings.
Module 6: Protect Your Assets
Learn about the different types of insurance, read through our glossary of terms, and review commonly asked insurance questions.
Module 7: Create Your Estate Plan
Learn about wills, trusts, and other estate planning documents. Read through our glossary of terms and review commonly asked estate planning questions.
Our Commitment to Financial Wellness
We continued to focus efforts that encourage financial wellness for our employees, customers, and communities. Read about our initiatives and products and services designed to help improve financial accessibility and management this past year.