Learn more about the ways wealth can be transferred.
Topics and Learning Objectives
- Classify traditional saving vehicles/types as related to reaching short- and long- term personal goals.
- Understand interest, fees, and account terms and how each can impact savings goals.
- Evaluate interest, fees, and account terms to choose saving vehicle/type that is aligned with a personal savings plan.
- Evaluate and select saving strategies that are aligned with personal savings goals.
Marketing Teaser
Choosing a savings account can be simple enough, but with a little extra research you can make an informed decision to help you maximize your money! To learn more about using savings accounts to reach your financial goals, check out our insights around:
- Different types of savings vehicles
- How interest, fees, and account terms can affect your savings
- Savings strategies that align with your personal financial goals
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Choosing a new savings account? There are many different types of accounts and each comes with its own set of features and benefits. Learn more about how different types of savings accounts can help you reach your financial goals: [INSERT LINK]
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Choosing a new savings account? There are many different types of accounts and each comes with its own set of features and benefits. Learn more about how different types of savings accounts can help you reach your financial goals: [INSERT LINK]
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Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Paying For College
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security