EDUCATION CENTER
Financial wellness
starts with education
You’re planning for your future but you’re also working through today. We have the financial education to meet you where you are and get you where you want to be.
Financial Education with Banzai
We’ve partnered with Banzai to bring you free interactive financial education for all ages, using real-life scenarios.
Gain experiential learning using our library of articles, calculators, virtual coaches, and courses for kids, teens, and adults.
Explore the topics below and gain the knowledge and confidence you want to manage your finances today.
Knowledge Begins With a Click, Explore These Topics Now
Saving | Budgeting | Borrowing and Credit | Housing | Insurance | Retirement | Taxes | Life Changes | Investing
Learn about managing personal finances. 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.
Banzai Learning Courses
Banzai Junior
Ages 8-12
Learn about saving, spending, and reaching goals by opening a lemonade stand!
• Income
• Budgeting
• Borrowing
Learn more about Banzai Junior or sign up now, it’s free!
Banzai Teen
Ages 13-18
Your character is a recent high school grad navigating saving, working, and unexpected expenses!
• Insurance
• Taxes
• Paying Rent
Learn more about Banzai Teen or sign up now, it’s free!
Banzai Plus
Ages 16+
Adulting can be hard! Tackle issues like maintaining credit, qualifying for a mortgage, and saving for retirement.
• Credit Scores
• Mortgages
•Trade-offs
Learn more about Banzai Plus or sign up now, it’s free!
Financial Wellness Center
Articles
Check out our library of quick-read articles, arming you with information and tips on a range of financial topics.
Calculators
Get help running the numbers. We have a range of calculators to help you zero in on where you want to be.
Coaches
Guided virtual coaching to help walk you through budgeting, life changes, retirement, and more.
COACHES & ARTICLES
COACHES
Financial Wellness Assessment
Use the Financial Wellness Assessment to discover your personal finance strengths and weaknesses.
Get Out of Debt
Receive guidance for getting out of debt based on your unique situation.
Create a Budget
Creating a budget that works for you is essential to financial wellness and freedom.
SAVINGS
Teaching Children About Savings
One of the most important things you can teach your kids is how to manage money and invest for the future.
50 / 30 / 20 Rule
A simple, practical rule of thumb for individuals who want a budget that is easy to implement.
Emergency Funds
An emergency fund is a financial safety net that everyone should have incase if unforeseen challenges.
BUDGETING
GreenPath: A Road to Financial Wellness
Greenpath is a nonprofit organization that helps those who are struggling with their finances.
What a Car Loan Costs
Gearing up to get a car loan is the key to getting wheels.
Quality vs Cost
There are a few key factors that can help you make a decision between where you should splurge and where you should...
BORROWING & CREDIT
Buying a Home
Buying a home may be one of the biggest financial decisions you'll ever make.
Credit Scores
Every single time you use credit, the details of the amount you spend and how you repay is added to your credit report...
Reasons to Refinance
Refinancing can help you get out of debt quicker or pay less in interest if everything lines up.
HOUSING
Mortgage Application Checklist
Applying for a mortgage takes a lot of documentation - prepare with this mortgage application checklist.
Making a Down Payment on a House
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
The cost of a mortgage depends on the amount you borrow, the APR, and how long you take to repay.
INSURANCE
Health Insurance
Your helath can be unpredictable, and no one knows when health problems could befall them. Learning how to navigate...
Health Savings Accounts
If you have a high-deductible plan, you can allocate tax-free income towards your health with a health savings account.
Renter's Insurance
If you're renting, it's always a good idea to protect your possessions from disaster.
RETIREMENT
Transitioning to Retirement
When you're mapping out the best route to collecting retirement income, there'll be several forks in the road. But you...
Early Withdrawals From Retirement Savings
Early withdrawls from your retirement savings should only be done after careful consideration in order to avoid...
Social Security Basics
If retirement and Social Security seem one and the same to you, there's good reason. More than 90% of US households with...
TAXES
Tax Planning
Look ahead to the tax consequences of your financial decisions, so you can legitimately meet your minimum tax...
Tax Brackets and Statuses
Learn more about how filing statuses and tax brackets impact federal income taxes.
Completing a Return
Your tax return tests you much like a standardized test, but it doesn't have to be as complicated as it seems.
LIFE CHANGES
The Cost of College Life
Going to college incurs a lot of expenses you might not have thought about.
Out of Work
Unemployment can throw a curve ball at your financial plans, but you can mitigate the damage.
Preparing for a Baby
Having a baby? Here's how to plan financially for such a big change.
INVESTING
Individual Retirement Accounts
Individual retirement accounts (IRAs) can look intimidating and cryptic when you begin planning for retirement, but...
Portfolio Building
Variety isn't just the spice of an investors life. It's an essential ingredient.
Meet Your 401(K)
If you're lucky enough to be introduced to a 401(K), you'll make a friend for life.
Request a Speaker
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.
