Plan for your future
By increasing your financial literacy today
We have the financial education resources to meet you where you are and get you where you want to be.
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Bringing you free interactive financial education for all ages
Gain experiential learning using our library of articles, calculators, virtual coaches, and courses for kids, teens, and adults.
Learn about managing personal finances
Banzai Learning 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 like budgeting, paying bills, and saving for future goals.
Courses are free and available in both English and Spanish.
Get online coaching with articles and financial tools
Coaches & Articles
Coaches View More
Use the Financial Wellness Assessment to discover your personal finance strengths and weaknesses.
Receive guidance for getting out of debt based on your unique situation.
Creating a budget that works for you is essential to financial wellness and freedom.
Savings View More
One of the most important things you can teach your kids is how to manage money and invest for the future.
A simple, practical rule of thumb for individuals who want a budget that is easy to implement.
An emergency fund is a financial safety net that everyone should have in case of unforeseen challenges.
Budgeting View More
Greenpath is a nonprofit organization that helps those who are struggling with their finances.
There are a few key factors that can help you make a decision between where you should splurge and where you should...
Borrowing & Credit View More
Every single time you use credit, the details of the amount you spend and how you repay is added to your credit report...
Refinancing can help you get out of debt quicker or pay less in interest if everything lines up.
Housing View More
Applying for a mortgage takes a lot of documentation - prepare with this mortgage application checklist.
A down payment is an important element of home buying, but what is it? And how can you save for one?
The cost of a mortgage depends on the amount you borrow, the APR, and how long you take to repay.
Insurance View More
Your health can be unpredictable, and no one knows when health problems could befall them. Learning how to navigate...
If you have a high-deductible plan, you can allocate tax-free income towards your health with a health savings account.
If you're renting, it's always a good idea to protect your possessions from disaster.
Retirement View More
When you're mapping out the best route to collecting retirement income, there'll be several forks in the road. But you...
Early withdrawls from your retirement savings should only be done after careful consideration in order to avoid...
If retirement and Social Security seem one and the same to you, there's good reason. More than 90% of US households with...
Taxes View More
Look ahead to the tax consequences of your financial decisions, so you can legitimately meet your minimum tax...
Learn more about how filing statuses and tax brackets impact federal income taxes.
Your tax return tests you much like a standardized test, but it doesn't have to be as complicated as it seems.
Life Changes View More
Going to college incurs a lot of expenses you might not have thought about.
Unemployment can throw a curve ball at your financial plans, but you can mitigate the damage.
Investing View More
Individual retirement accounts (IRAs) can look intimidating and cryptic when you begin planning for retirement, but...
Need a speaker for your class, after-school program, or civic group?
We have a team of co-workers who can cover a variety of real-world scenarios on a range of topics from saving, budgeting, loans, understanding and building credit, values-based banking, and more!
Fill out our contact form to get started, and we’ll tailor our presentation to fit your time and needs.