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Financial Planning 101

Empower yourself to take charge of your finances and plan for the future with our financial education resources. Whether you’re brand-new to budgeting or want to learn how to get a home loan, browse the articles below to find what you’re looking for. 


Creating a Budget

A budget is essential for tracking where your money is going - and where you’d like it to go. First, take our quiz to learn what your budgeting personality is. Then, learn the basics of budgeting with the articles below. 



Savings Tips 

Once you’ve created a budget, get tips and tricks for keeping even more money in your pocket each month. 



Home Loans 

Learn more about preparing to buy (or renovate) a home and getting a home loan. 



College Savings and Finances

Save money on college expenses and learn how to plan for your or a loved one’s college education.


Investing Basics

Learn more about how investing works and get to know the strategies you can use.



Saving for Retirement

Plan for the retirement you want to have - and see why it’s so important to get started early - with these resources. 



Protect Your Identity & Financial Safety

Keep your identity private and finances secure with these tips. 



Tools for Financial Education and Planning

Explore our handy list of calculators to help you plan for a secure financial future. 

See All Calculators 

 

Have Questions or Need Assistance?

We’re happy to help answer any questions you may have. Contact us today to speak to a real person (not a machine!) at one of our locations. 


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