Whether you’re planning for college, a new home or retirement, the Money Mentor™ lessons will help guide you to success.
Welcome to the Get Well Classroom
Building Financial Capability
- Creating a Budget
Learn strategies, tips, and tools to stick to your budget and achieve your financial goals.
- Credit Scores and Reports
Learn about how credit is measured and the impact it can have on your financial goals.
- Debt Management
Climbing out of debt takes having a plan. Learn how to use your budget to pay off your debt.
- Family Conversations about Money
Learn about topics, strategies, and best practices for having family conversations about money.
- Healthy Financial Habits
Learn more about how you can develop the healthy financial habits needed for financial well-being.
- Identity Protection
Learn how to protect your identity and the steps to take if your personal information is stolen.
- Taxes: The Basics
Understand why taxes are important, how to stay on top of your taxes, and the steps for filing so that you can avoid the stress of tax season.
- Car Loans
Explore different ways to buy a car and the steps you can take to apply for a car loan.
- Checking Accounts
Learn about the features, benefits, and functions of checking accounts.
- Credit Cards Learn how credit cards work, what features to look for, and how to manage a credit card responsibly.
- Mobile and Online Banking
Explore how to use online and mobile banking securely to improve your financial habits and simplify daily financial tasks.
- Prepaid Cards
Learn more about prepaid cards to see if they’re right for you.
- Preventing Overdraft Fees
Learn why overdraft fees occur and how to avoid them.
Investing in Your Future
- Building Emergency Savings
Learn about how to set aside money for emergency expenses so that you are prepared for the unexpected.
- Certificates of Deposit
Learn more about the benefits, potential risks, and the decision-making process for opening a CD to decide if this option is right for you.
- Sustainable Investing
Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio.
- Health Savings Accounts
Learn about the eligibility requirements, benefits, risks, and uses of Health Savings Accounts (HSAs).
- Mindful Living
Learn about the fundamentals, benefits, and strategies you can use to practice mindful living.
- Paying for College
Discover different ways to save and pay for college.
- Savings Accounts
Learn how to save money and the options available to help you meet your savings goals.
- Shopping for Insurance
Learn what to consider and how to avoid bad deals when shopping for insurance.
- 529 Plans
Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college.
Owning a Home
- Considering Homeownership
Explore how to calculate costs and other factors to consider before buying a home.
- Buying a Home
Learn the process, resources, and strategies to help you buy a home while sticking to a budget.
- Investment Property
Explore the world of property investment to see if it is right for you.
- Mortgage Relief
Understand your options, resources, and steps to take to work with your lender for mortgage relief.
Learn how to work with a lender you trust and find a mortgage that fits your needs and budget.
- Reverse Mortgages
Explore the requirements, benefits, and pitfalls of using a reverse mortgage
Preparing for Retirement
- 401(k) Plans
Learn how to use a 401(k) plan to help you save for future income while getting tax benefits.
- Estate Planning
Explore the purpose of estate planning and how it can be used to secure your future.
- FIRE Lifestyle
Learn how to live a FIRE lifestyle with financial independence and early retirement.
- Individual Retirement Accounts (IRAs)
Learn about the features, benefits, and different types of IRAs as tools for retirement savings.
- Planning for Retirement
Explore retirement savings options to help you set aside money for your future financial security.
- Wealth Transfer
Learn more about the ways wealth can be transferred.
- When to Collect Social Security
Understand how Social Security benefits can affect your retirement planning.