Skip Navigation
Site Logo
mom and daughter on couch

Financial resources to help you on your wellness journey.

Financial Wellness Hub
 
money bright logo

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!
 

Caring for Aging Parents

As parents age, adult children may need to provide financial guidance and support. This week, we look at some of the issues common to many families.
A confident older couple at home.

Eldercare Introduction

What you need to know about many of the financial issues associated with eldercare.
A man shows his father something of interest on a tablet device.

Communicating With Aging Parents About Money

Talking about elder care issues isn’t always easy, but it’s an important first step in forming a long-term plan.
A middle aged couple reviewing legal documents.

Managing Cash Flow in Retirement

Juggling expenses and income can be a challenge for many retirees.
Older couple standing close under an umbrella.

Protecting Your Parents’ Finances

Working to prevent financial trouble before it starts.
An older man signs a document.

Essentials of Elder Law

Legal issues associated with aging parents can be complex, but here are some basic topics to consider about estate and medical care planning.
An elderly woman in a wheelchair looking at the garden.

When Your Parents Can No Longer Live Independently

Late in life care can be extraordinarily costly, especially when an assisted living home is required. Here's what to expect.
An older man is comforted by a healthcare worker.

Surprises to Avoid

How to sidestep the unexpected challenges that arise as parents grow older.
 
Money Burst logo

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.

 

Chat with us.