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Check Out Our Member Stories

Supporting small businesses nationwide

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Read Our Annual Report

See the numbers of how we supported our communities

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Invest in What We Do

Connect with our team to see how you can be a part of the mission

Reach Out

Financial Wellness Resources

Get smarter with your money

Welcome to your hub of specialized resources that have been compiled to offer guidance and support in helping you achieve your financial wellness goals, no matter where you are on your journey.

Homeownership

Understanding the Homebuying Process

Whether you're interested in buying a home or just want to understand the process better, this guide will give you an overview of what to expect.

Homeownership Resource Guide

If you already own a home, but want to know how to best maintain your investment, this guide is for you.

A Guide to Navigating Homeownership for LGBTQIA+ Folks

The homeownership process can have unique challenges if you're part of the LGBTQIA+ community. This guide offers some suggestions and things to consider for queer and trans folks who are buying a home.

Clean Energy Upgrades: Are They Worth It?

Owning a home means maintaining the comfort, cost, and overall value. In this blog post, we break down the costs and savings of many clean energy upgrades to help you make more informed decisions for your home.

Home Upgrades That Pay Off: Maximizing Savings Through Energy-Efficient Improvements

In this blog post, we discuss eight different home upgrades that improve your home's value and save you money.

Saving & spending

Your Step-by-Step Guide to Saving for Retirement

Understanding how to save for retirement can be intimidating. This guide breaks down the importance of starting early, how to get started, and what options you can consider to maximize your savings.

How to Create a Holiday Budget (and Stick to It)

This step-by-step guide will help you enjoy the giving season without going into debt.

The Cost of Accessibility: Financial Planning for People with Disabilities

People with disabilities often have to take on additional expenses. This financial planning guide is targeted toward helping people with disabilities understand and plan for those extra costs.

Building credit

Why Are FICO® Scores So Important?

FICO developed a series of videos that are each only a couple minutes long to help you better understand your credit score.

Identity-specific guides

The Cost of Accessibility: Financial Planning for People with Disabilities

People with disabilities often have to take on additional expenses. This financial planning guide is targeted toward helping people with disabilities understand and plan for those extra costs.

Financial Empowerment for AANHPI Communities: Breaking Down the Model Minority Myth

In this post, we explore some of the dynamics that affect the financial well-being of AANHPI people and share some financial tips for people in the AANHPI community.

Learning from the Experts: Financial Tips for Latino & Hispanic Communities

This blog post offers helpful tips for Latino and Hispanic communities, including guidance on building credit, financial literacy, taxes, and homeownership.

A Guide to Navigating Homeownership for LGBTQIA+ Folks

The homeownership process can have unique challenges if you're part of the LGBTQIA+ community. This guide offers some suggestions and things to consider for queer and trans folks who are buying a home.

Transgender Safety & Financial Security

This blog post on the interconnectedness of safety and financial security for trans folks offers a few ways that trans people may be able to get financial support.

Honoring Traditional Native American Values Through Modern Money Management

Modern-day financial support and advice can sometimes be antithetical to Native values. In this blog post, we will discuss how Native Americans might be able to honor their traditional values when considering modern money management options.

How to Get the Most Out of Veterans Benefits

In this blog post, we discuss the financial challenges Veterans face, benefits that are available to Veterans, and some tips for maximizing benefits.

Uplifting AANHPI Small Businesses in the Wake of the Pandemic

In this article, we discuss the challenges that AANHPI businesses have faced due to the pandemic and how we can uplift these businesses.

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We offer free one-on-one wealth and wellness coaching to all members to help you achieve your short- and long-term financial goals.

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