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The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

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The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

Calculators

Get a quick reality check for making your financial plan. Sign up or log in to access our entire calculator library.

Make Informed Financial Decisions

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Calculators are a valuable tool for testing real-world financial scenarios.

From estimating a loan payment to assessing potential investment returns, our calculators are quick and easy to understand. See how different loan terms affect borrowing costs, learn how much you'd need to save each month to reach a savings goal, plus more.

Calculators can help you estimate a variety of financial scenarios, but keep in mind that they use assumptions that may not match your actual situation. Please consult a qualified professional before making decisions about loans, investments, and other financial products.

Want to make a budget or track your spending? Sign up or log in for calculators that save your work.

Saving and Investing

Long-Term Investing

Discover the magic of compound interest.

Short-Term Saving

See how long it will take to reach your goal.

Emergency Fund

Not sure how much to save?

Loans and Credit Cards

Auto Loan

Estimate payments and total cost.

Credit Card Repayment

How long and how much?

Credit Card Minimum Payment

Spoiler alert - it's expensive.

Mortgage

Estimate monthly payments and total cost.

Student Loan

Estimate your payment for one-time or annual borrowing.

Student Loan Refinancing

Could refinancing save money?

Maximum Student Loan

Student loan debt versus starting salary.

Assessments and More

College Explorer

Get the details on thousands of colleges and universities, including prices paid, graduation rates, average debt levels, plus more.

Financial Wellness

Compare your financial health with a national sample.

Identity Theft Prevention

How well do you protect your identity?

Financial Attitudes Assessment

See how closely you match one of four personality types.

Career Explorer

Videos and profiles of hundreds of careers. Sort by salary, expected growth, plus more.

This Week

Scattered coins on part of a tax form.

Facts About Taxes

This week, you'll learn some of the basic skills you need to make tax season as pleasurable - and profitable - as possible.

Join SEFCU's Institute for Financial Well-Being for a live webinar on Gig Economy:  Budgeting Inconsistent Income.

Click here for the entire schedule of live, interactive webinars for all ages.

 

About SEFCU's Institute for Financial Well-Being

Join Institute educators for a unique, live, interactive webinar experience. Find our ongoing schedule in the Event Calendar, and learn more about us in the link below. Do you have a group or organization that could benefit from financial education? Topics are available for all ages and education is always free. Contact the Institute to make a request.


Have a question? Let us know!

800-727-3328, x4066
financialwellbeing@sefcu.com

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