Move toward your financial goals

Explore actions you can take now to help you build better financial habits, expand your knowledge, and manage your money.

Take action

See your finances in new ways, feel good about your money, and get the most out of
every dollar with our weekly challenges. They’re rewarding to complete, and all
those little wins add up to real financial progress.

Spend Control
Pick a broad category or a specific merchant to track, see if you can stick to your spending limit!
Save more: Grocery edition
Challenge yourself to lower your grocery bill and maximize every dollar.
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Daily Budget Saver
Start using saving tips to bring down your daily expenses and notice small changes add up.

Benefit from benefits

Get a more holistic view of money matters with a focus on topics like life benefits selection, events, estate planning, and more. You can even browse common legal needs by lifestyle—helping you prepare no matter where you’re at in life.

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Start learning

Browse articles and videos on a variety of topics like savings, debt, budgeting, and more—so you can better understand your financial picture and make more informed decisions.

Debt
Do I have too much debt?

Figuring out if your debt level is manageable often requires evaluating your income and ability to repay. Let’s dive in.
Expenses

How do I reduce my spending?

Setting goals and being thoughtful about your expenses are the first steps. Here’s how to get started.
Protection
Getting started with wills and estate plans

Wills and estate plans protect what happens to your assets and family when you’re gone.

We take security seriously 

See the protocols we have in place so you can feel confident linking accounts.

Learn more