Use the Financial Wellness Assessment to discover your personal finance strengths and weaknesses.
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Families/Business Owners
Managing money for a household or business comes with bigger decisions and greater responsibility. From budgeting and managing cash flow to planning for major expenses and long-term growth, these resources provide practical tools to help you stay organized, reduce risk, and build lasting financial stability.
Discover your net worth based on your assets and liabilities, and learn how it fits into your overall financial wellness.
Learn about income and expenses and why they're fundamental in maintaining a budget.
How much do you need to save for your emergency fund? Find out!
Explore your options for buying a home: first-time buyer benefits, best age to buy, building vs. buying, foreclosure auctions, buying with parents, and owner financing.
How much mortgage can you afford? Find out with our mortgage affordability calculator! Learn about key factors like DTI and credit score to understand your mortgage affordability.
Learn the practical skills necessary to run your own business, as well as the financial and life skills that go along with it.
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Receive guidance for getting out of debt based on your unique situation.
Set a goal for reducing your budget each month, then evaluate your expenses and create new goals.
Having a baby? Here’s how to plan financially for such a big change.
What should I do when faced with high inflation and rising prices?
Use real-life information to learn the basics of bookkeeping for your business—spreadsheet provided!
Using a straight line depreciation formula, see what an asset is worth each year.
Your business can benefit from the help of experts.
Growing a business requires a steady flow of money.
In order to apply for an SBA loan, you'll need to provide the correct documentation.
Look ahead to the tax consequences of your financial decisions, so you can legitimately meet your minimum tax obligations.
