Financial Planning Across the Generations

Featured This Month

Financial Planning Across the Generations

The Family Guide to Financial Success

From your first shared bank account to the complexities of estate planning, this month is all about money and family - making smart, informed financial decisions that benefit the whole family. Join the iTHINK Financial team to explore financial planning for life's milestones and make the most of your family's financial journey.

    The iTHINK Financial Wellness Center offers personalized financial education.

    You now have access to courses and tools for your unique goals and lifestyle.

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    Courses

    Complete learning experiences with dozens of topics such as Budget Basics, Financial Planning, Having a Baby and Buying a Car. Personalized registration is available by entering your name, email address and creating a password.

    Take a Course

    Calculators

    Get a quick reality check for making your financial plan. From estimating a loan payment to assessing potential investment returns, financial calculators are quick and easy to understand.

    Use a Calculator

    Credit Counseling

    Need to talk to a credit counselor? Call Money Management International at 877.311.2227 or visit moneymanagement.org.

    MoneyManagement.org

    Bringing financial education to all our members

    We have developed a Financial Wellness Center, in partnership with MoneyEdu, to offer online courses, a full article library, and personal credit counseling agents that can meet with you on your time.

    How to use the iTHINK Financial Wellness Center

    Personal Budget Spreadsheet

    Need to create a budget? Creating a budget on a spreadsheet is advantageous as it allows for systematic organization, easy tracking of expenses, and enables efficient analysis of financial patterns, fostering greater financial awareness and planning.

    Download Spreadsheet

    Spreadsheet

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