Personal Finance Resources

Financial Well-Being for All

Credit unions are dedicated to financial well-being for all. Whether you’re just starting your financial journey or looking to fine-tune your money management skills, understanding the core pillars of personal finance is essential. Explore the four key areas that form the foundation of financial well-being: Budgeting and Saving, Investing, Debt Management, Retirement and Financial Planning, and Kids and Money. Each section offers bite-sized blogs to help you make informed decisions and build a secure financial future.

Additionally, we’ve partnered with Level All, a powerful and comprehensive tool to help you navigate the world of teenagers and money. It includes pathways specific to you and your child’s needs because financial education early is the key to long-term financial success.

Level All and Montana's Credit Unions

 

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    Level All

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    Level All

    Choose your pathway to help teens develop financial education skills

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  • Budgeting and Saving Icon

    Budgeting and Saving

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    Budgeting and Saving

    This involves planning how to allocate income toward expenses, savings tips, and fraud prevention.

    Read the blogs

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    Debt Management

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    Debt Management

    Strategies for handling and reducing debt, such as:

    • Credit card debt
    • Student loans
    • Mortgages and auto loans
    • Debt consolidation and repayment plans

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    Investing

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    Investing

    Focused on growing wealth over time through:

    • Stocks, bonds, mutual funds, ETFs
    • Retirement accounts (e.g., 401(k), IRA)
    • Real estate and other assets
    • Risk management and diversification

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    Kids and Money

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    Kids and Money

    Teaching children about money from an early age helps build lifelong financial habits, including:

    • Understanding the value of money
    • Earning through chores or small jobs
    • Saving and setting goals
    • Introducing basic budgeting and banking concepts

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    Retirement and Financial Planning

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    Retirement and Financial Planning

    Long-term planning for financial security, including:

    • Retirement savings strategies
    • Estate planning
    • Insurance (life, health, disability)
    • Tax planning

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Unsure where to find what you’re looking for? Use the search bar at the top of this page!