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Bright Financial Futures are important to us! That's why we've partnered with Banzai to provide the best financial literacy materials. Browse the collections below to learn more!


Financial Foundations

 

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Personal Financial Wellness Assessment


The Financial Wellness Assessment analyzes your spending, budgeting, and saving habits so you can reflect on how you’re managing your personal finances.

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Opening a Checking Account


In a digital spending and online banking world, checking accounts are becoming an increasingly vital part of personal finance.

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Basic Saving


Whether you're saving for a rainy day or a rainy trip to London, mastering the basics of saving can help you reach your goals.

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Life Changes


As with any major life change, if you have a better grasp of the financial requirements and tasks, you can be better prepared for what's ahead.

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Taxes


Taxes are full of nuance and complicated jargon, these resources can help

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Saving for a Vacation


What do a trip to Cancun and a trip to Idaho have in common? They cost money! Save for your trip, no matter the size.

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Giving to Charity


Give a little or give a lot, giving to charity offers more than just warm feelings. Understand the impact on your taxes and budget.

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Begin Investing


Investing can seem overwhelming. Stocks, growth, and markets—it's a lot to learn, but anyone can do it, and it's easier than you think.

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Managing Debt


Many people find themselves in debt, and many people also find ways out of it. Don't be discouraged, there are ways to manage your bills and come out on top.

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Credit & Debt

 

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Using Credit Cards


Using credit cards wisely paves the way for big purchases in the future, but be wary of spending more than you can manage.

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Paying Student Loans


Around 70% of college graduates leave school with some kind of student debt. Learn how you can pay yours back more effectively.

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Building Credit


It takes credit to get credit, which is crucial to buying a new home, finding a place to rent, or purchasing a new car. You have to start somewhere, start here.

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Health

 

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Managing Illness


Illness can affect every part of your life, from your ability to work to navigating day-to-day tasks. Learn more about how to best manage the impact of an illness.

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Paying for Health Care


Paying for health care can take a lot of know-how. Master your finances by learning the ins and outs of insurance, HSAs, FSAs, HRAs, and more.

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Health Insurance


Premiums, deductibles, max out-of-pocket expenses—it may seem like too much to learn, but the right information can get you to a place of understanding.

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Home & Car

 

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Moving


Gathering boxes is the easy part. A big move can make a big impact on your finances. Not to worry, being prepared is the safest way to avoid a massive uh-oh.

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Renting a Place to Live


From security deposit to renter's insurance, renting a place to live comes with unique challenges. Rest easy with the power of knowledge.

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Owning a Home


There are a lot of responsibilities that come with owning a home. Learn more about paying off your mortgage, insuring your home, and more.

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Getting a New Car


There's more to buying a new car than negotiating and signing on the dotted line. Know what your auto loan truly costs and how to navigate the car-buying

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Selling a Home


Ready for a change of scenery? Selling your home is easier said than done, but careful research can help ensure that you're prepared for the financial impact.

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Buying a Home


The process of buying a house is riddled with specific terminology and important decisions. Set yourself up for success by studying the ins and outs of the process.

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Family & Kids

 

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Managing A Divorce


Divorce impacts your finances, from dividing assets to paying alimony or child support. Make sure you know what options are available to you.

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Getting Married


In sickness and in health, for richer or poorer...Actually, let's keep "poorer" out of it. You're a team now, tackle financial decisions, budgeting, and debt together.

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Growing Family


A growing family means growing expenses. But no worries, you must know what to expect when things change.

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Teaching Kids Finances


Teaching kids about personal finances gives them a head start, and we don't just mean piggy banks!

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Banzai Courses


The Banzai Courses use real-life scenarios to demonstrate the power of good financial planning. 

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Learning to Budget


Budgeting isn't about restriction, it's about prioritizing. The best way to avoid financial strain is to know where your money is going and plan ahead!

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College

 

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Paying for College


Tuition is a big bill, but there are ways to make the cost of your dream school possible. Learn all you need to know to pay for that coveted degree.

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Going to College


Off to college? Learn to budget and manage all the unexpected and kind-of-expected costs that come with being on your own.

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Job & Business

 

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Bookkeeping


Your business is running, but you might feel a little lost in all the purchases, receipts, payments, sales, and so on. How do you keep track of it all?

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Managing Employee Benefits


To find and keep high-quality candidates, you need to offer benefits. Understand what benefits you must provide and how to keep your employees happy.

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Starting a Business


You have an idea, maybe even a business plan, but now what? You must find some capital, manage it carefully, and hit the ground running.

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Starting a New Job


New job. New benefits. New You. Start your job on the right foot and adjust your personal finances for your new income and benefits package.

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Losing a Job


Losing a job is tough, but with a bit of planning and some research, you can navigate your way through it.

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Raising Capital for your Business


To grow your business, you need capital. But how do you get it? Learn more about small business loans, lines of credit, and more.

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Taxes


Taxes are full of nuance and complicated jargon, these resources can help

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Security & Emergencies

 

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Elder Fraud


Senior citizens are the most targeted demographic for fraud and scams. Learn how to protect yourself and your loved ones.

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Fraud and Security


With hackers and scammers getting more proficient than ever, learn to protect yourself from fraud by using safe practices.

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Managing Crisis


While a crisis is often unexpected, you can navigate through troubling times confidently by exploring your options and making educated decisions.

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Planning for an Emergency


Predicting a car breaking down or losing a job is impossible, but it's absolutely possible to prepare for the financial blow.

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Economy

 

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Economic Health


The economy influences your finances—maybe a little, maybe a lot. See how much the economy affects you.

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Navigating Inflation


Inflation may be a normal part of a healthy economy, but it still affects prices, the value of a dollar, and your budget.

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Investing & Retirement

 

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Saving for Retirement


A lot goes into saving for retirement, and the decisions you make now will have a big impact on your future.

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Planning for Retirement


Whether it's just around the corner or decades away, now is the perfect time to start planning your retirement.

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Building A Portfolio


It's not enough to invest once, to get a strong return and build your wealth, it's important to build a portfolio.

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Estate Planning


Whether large or modest, almost everyone has an estate—a collection of everything a person owns. Dictate what happens to it now.

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Begin Investing


Investing can seem overwhelming. Stocks, growth, and markets—it's a lot to learn, but anyone can do it, and it's easier than you think.

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These collections have been republished with permission. View original collections here: Croghan.banzai.org/wellness/collections

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