Plan

Customize a plan to achieve your dreams
Person typing at keyboard

Getting a handle on your income and expenses and how they relate to your goals can help you create a financial plan that lets you achieve your dreams. Here are some tips and tools to customize that plan.

Managing Family Changes

  • Interactive Module: Family Conversations about Money
  • When a Saver Marries a Spender, Every Penny Counts
  • Thirteen Tips for a Financially Healthy Family
  • Planning for the 3 Main Financial Life Stages.

    • Retirement Essentials

  • Interactive Playlist: Preparing for Retirement
  • Calculator: Planning for Retirement Expenses
  • Interactive Module: Planning for Retirement
  • Taxes, Retirement, and Timing Social Security

    • Investing Essentials

  • Interactive Module: Shopping for Insurance
  • Calculator: Growing Your Investment
  • Understanding Stock Market Indexes
  • On the Road to Retirement, Beware of These Five Risks

    • Managing Financial Challenges

  • Interactive Module: Debt Management
  • Interactive Video: Payday Loans
  • How to Deal With Credit Card Debt on a Fixed Income
  • How to Make the Most of a Reduced Paycheck

    • Home Essentials

  • Interactive Playlist: Owning a Home
  • Interactive Module: Buying a Home
  • How Much Will I Need for a Down Payment on a House and How Can I Accumulate It?

    • Identity Protection Essentials

  • Interactive Module: Identity Protection
  • Seven Steps to Protecting Your Child From Identity Theft
  • A Comprehensive Look at Identity Theft (English)
  • Avoid Holiday Online Fraud and Scams

    • Managing Your Budget

  • Interactive Module: Creating a Budget
  • Calculator: Monthly Budgeting Tool
  • Financial Goals Worksheet
  • Nine Ways to Master Your Money

    • Insurance Essentials

  • Interactive Module: Sustainable Investing
  • Interactive Module: Shopping for Insurance
  • Tips for Maximizing Insurance Coverage & Value

    • Small Business Essentials

  • Interactive Module: Developing a Business Plan
  • Interactive Module: Small Business Banking Services
  • Interactive Module: How Businesses Use Credit

    • En Español

    espanol

    A multimedia collection of resources in Spanish.
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    Videos

    videos 

    Our interactive videos cover finances in a fun way!
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    Calculators

    calculators 

    Calculate your budget, credit card payments, and more!
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    Resource Center

    resources 

    Articles, podcasts, eBooks, and more! Check it out.
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