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

  • 5 Minute Interactive Video: Building Emergency Savings
  • When a Saver Marries a Spender, Every Penny Counts
  • Thirteen Tips for a Financially Healthy Family

    • Retirement Essentials

  • 5 Minute Interactive Video: Retirement 101
  • Taxes, Retirement, and Timing Social Security
  • Deciding When to Retire: When Timing Becomes Critical
  • Rates on the Rise: Strategies for Fixed-Income Investors

    • Investing Essentials

  • 5 Minute Interactive Video: Investments
  • Understanding Stock Market Indexes
  • On the Road to Retirement, Beware of These Five Risks

    • Managing Financial Challenges

  • 5 Minute 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

  • 5 Minute Interactive Video: Considering Home Ownership
  • How Much Will I Need for a Down Payment on a House and How Can I Accumulate It?
  • A Comprehensive Look at Buying and Owning a Home (English)

    • Identify Protection Essentials

  • 5 Minute Interactive Video: Identity Protection
  • Seven Steps to Protecting Your Child From Identity Theft
  • A Comprehensive Look at Identity Theft (English)

    • Managing Your Budget

  • Quick, Visual Budgeting Tool
  • Financial Goals Worksheet
  • Nine Ways to Master Your Money

    • Insurance Essentials

  • 5 Minute Interactive Video: Insurance
  • Tips for Maximizing Insurance Coverage & Value
  • Types of Insurance (and Recommendations Based on Phase of Life)

    • Tax Essentials

  • 5 Minute Interactive Video: Taxes
  • A Comprehensive Look at Tax Planning (English)
  • Tax-Saving Tips

    • En Español

    espanol

    A multimedia collection of resources in Spanish.
    Learn more >

    Videos

    videos 

    Our interactive videos cover finances in a fun way!
    Learn more >

    Calculators

    calculators 

    Calculate your budget, credit card payments, and more!
    Learn more >

    Resource Center

    resources 

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