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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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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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 Home
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
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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