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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.

Financial Foundations

  • 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.
  • Mortgages
    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.

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