Financial resources to help you on your wellness journey.
Financial Wellness Hub
A Wealth of Custom Financial Tools
Wherever you are in your financial journey, we are committed to helping you reach your goals. We understand that everyone’s path is different, and are proud to offer a variety of tools, tips and resources to help you manage your money more effectively. From creating a budget, to investing, even insurance, Money Bright features tons of tools to help you take control of your finances. Plus, you can customize your experience based on your interests, goals and money milestones on your horizon.
Check it out today – content changes weekly, so there’s always something new to explore!
Check it out today – content changes weekly, so there’s always something new to explore!
Planning for Children With Special Needs
This week, we'll explore some of the most pressing financial issues faced by parents of children with special needs.
Preserving Your Child's Financial Future
An introduction to some of the most pressing financial planning issues parents of children with special needs may face.
Short and Long-Term Financial Needs
By estimating immediate and long-term financial needs, it's possible to create a financial plan that secures your child's future.
Estate Planning Basics
A review of what you need to know about special needs estate planning: the most important information about trusts, wills, and trustees.
How to Create a Letter of Intent
Addresses why letters of intent are so critical to the ongoing care of your child and how to create one.
Guardianship vs Power of Attorney
Power of attorney and guardianship differ considerably in the durability of powers granted and the level of court involvement.
A Network to Advocate for Your Child
How to build a network of advocates with the experience and resources necessary to secure your child's future.
Building Financial Security
A review of programs and strategies that can help parents better provide for their child's financial future.
Get Your Burst of Financial Advice
Simplify your finances with Money Burst, our hub for quick and easy personal finance tips and hacks to save more, invest well, and hit your individual goals. Whether you want to learn some lesser known budgeting tips or what you can do to make the most of your tax return, Money Burst can help with new videos available every week.
Free Financial Wellness Webinars
Through our free webinars you can learn about various financial topics to improve your financial life.
Learning Center
Helpful resources and guides are just a click away.
