Wealth Transfer

Learn more about the ways wealth can be transferred.

Understanding Your Student Loan

Student loans are designed to help students pay for higher education. Learn more about the different types of student loans, important student loan terms and student loan repayment options.

Healthy Financial Habits

Learn more about how you can develop healthy financial habits needed for financial well-being.

Annuities

Understand what an annuity is and its role in retirement planning.

When To Collect Social Security

Identify the significance of Social Security to their financial goals.

Taxes: The Basics

Define taxes and explain how they’re used and why they’re important.

Sustainable Investing

Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio.

Shopping For Insurance

Evaluate personal insurance needs.

Savings Accounts

Classify traditional saving vehicles/types as related to reaching short- and long- term personal goals.

Reverse Mortgages

Understand how reverse mortgages work and the different types of reverse mortgages.

Preventing Overdraft Fees

Evaluate products and programs to manage checking accounts to avoid overdraft charges.

Prepaid Cards

Explore the purpose of estate planning and how it may be used to secure your future.

Planning For Retirement

Understand their retirement savings choices.

Paying For College

Understand different ways to pay for college.

Mortgages

Define mortgages and explain how they are used.

Mortgage Relief

Understand the ongoing costs of an existing mortgage and potential costs of a new mortgage.

Mobile And Online Banking

Explain how to use online and mobile banking.

Mindful Living

Learn about the fundamentals, benefits, and strategies you can use to practice mindful living.

Individual Retirement Accounts (IRAs)

Describe the purpose and features of Traditional and Roth IRAs.

Investment Property

Understand the reasons why property investment can be beneficial.

Identity Protection

Describe how stolen identity occurs and the financial impact to victims.

Health Savings Accounts

Define common terms associated with Health Savings Accounts.

FIRE Lifestyle

Describe the FIRE Lifestyle and how it can lead to financial independence and early retirement.

Family Conversations About Money

Discover appropriate conversations about money that can include children, partners, grandparents, and extended family.

Estate Planning

Explore the purpose of estate planning and how it may be used to secure your future.

Debt Management

Build and apply an action plan for paying off and eliminating debt.

Credit Scores And Reports

Better understand the importance of credit, how to monitor their credit, and how to improve and maintain credit.

Credit Cards

Describe how credit cards work and their benefits.

Creating A Budget

Identify income streams and expenses.

Considering Homeownership

Assess whether they should rent or buy a home now or in the near future.

Checking Accounts

Understand the purpose of checking accounts compared to other account options.

Certificates Of Deposit (CDs)

Understand the process of funding a CD, limits, and tax-savings.

Car Loans

Describe the steps needed to apply for a car loan.

Buying a Home

Understand the steps to buying a home.

Benefits of a Credit Union

Compare the services and products provided by credit unions and banks.

529 Plans

Describe the purpose of 529 plans.

401(K) Plans

Understand the process of funding a 401K plan, limits, and tax-savings.

Achieve

EVERFI Achieve is an interactive, mobile-first financial education solution that allows your institution to deliver personalized financial education to your consumers wherever they are.

Building Emergency Savings

Gain knowledge, frameworks, and confidence to develop and implement an emergency savings strategy.


Explore more

Wealth Transfer

Learn more about the ways wealth can be transferred.

Understanding Your Student Loan

Student loans are designed to help students pay for higher education. Learn more about the different types of student loans, important student loan terms and student loan repayment options.

Healthy Financial Habits

Learn more about how you can develop healthy financial habits needed for financial well-being.

Annuities

Understand what an annuity is and its role in retirement planning.