Financial Wellness Center

Credit card bills, debt, and saving may not be top of mind for you, but the financial decisions you make today will have a long-term impact on your life.  This short interactive learning experience will prepare you with the right tools to manage your financial future!

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Topics Include:

  • Mortgages  Explore the costs and benefits of home ownership, the different types of home loans available to you, and the process for securing a mortgage.

  • Considering Home Ownership  Explore the benefits of home-ownership and the costs associated with owning a home.  Review steps to help prepare for the process of home-ownership.

  • Credit Scores & Reports  Learn about the importance of your credit score and how it is calculated.  Explore the factors that impact your credit score and different ways to protect it.

  • Insurance  Learn about insurace so you can choose the plans that work best for you.  Explore different types of insurance, common costs associated with plans, and the factors that affect your rates.

  • Taxes  Learn how taxes work so you can develop a strategy that works best for your financial situation.  Explore different types of taxes, necessary forms, and how taxes impact your paycheck.

  • Savings  Learn about setting savings goals, different savings account options, and smart habits to help meet your financial needs.

  • Investments  Explore different investment options and how to develop a strategy that helps meet your short and long-term financial goals.  Learn about diversification and how to create an investment portfolio that balances risk and reward according to your goals.

  • Overdraft  Learn about the implications of overdrawing your bank account and different methods for managing your account to avoid penalties.

  • Checking Accounts  Explore common features of checking accounts and how they work so you can choose the option that works best for you.  Compare common payment methods such as electronic checks, credit cards, and debit cards.

  • Payment Types & Credit Cards  Compare common payment options such as electronic checks, credit cards, and debit cards.  Learn about your rights as a consumer and strategies for paying off your credit card balances.

  • Identity Protection  Investigate the causes of Consumer Fraud and Identity Theft and ways to protect yourself from these crimes.

  • Financing Higher Education  Explore the value of higher education and different ways to pay for it such as federal student aid, private loans, and grants.  Learn about the components of student loans, different repayment options, and related tax incentives.

  • 529 Plans  Explore how 529 plans can help you start saving for higher education, the associated tax benefits, and how to start your own plan.

  • Retirement 101  Determine how much money you will need to save for retirement and learn about different types of investment plans.  Develop a strategy that helps you meet your retirement savings goals.