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The mission of Broadview 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 Broadview 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 Broadview 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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Welcome to MoneyEdu - Powered by Broadview

New resources each week for the Broadview community.

This Week

How to Protect Your Identity

A secure financial identity is an asset worth its weight in gold. Learn simple strategies for protecting it.

Join Broadview Financial Well-Being for live online learning:  Fraud Prevention

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

 

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Identity Theft Prevention
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Financial Wellness Courses

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Financial Planning

20 minutes

Get Started

What you need to know to start making a long-term financial plan, from getting married to planning for retirement.

  • Medical Care Planning
    How to make sure your wishes are followed in a medical crisis.
  • Financial Planning
    Learning the "how" and "why" of short-term and long-term financial planning.
  • Estate Planning
    Wills, trusts, and other end of life issues.
  • Creating a Will
    A will is the cornerstone of the legal framework of an estate plan, and everyone should have one.
  • Powers of Attorney
    Everyone faces the possibility of temporary or permanent incapacitation. Make sure your wishes are followed.
  • Talking About Money
    A look at some of the financial considerations of getting married.
  • Planning for the Unexpected
    Planning for unexpected events, including accidents, death, and even the possibility of divorce, are all part of a responsible marriage.
Dad tossing baby in air.

Having a Baby

23 minutes

Get Started

A look at the financial challenges of raising a child.

  • Introduction
    Having a baby is not just a family decision, it's a financial decision too.
  • Babies and Budgets
    How to get your finances in shape before a baby arrives, including a budget review, paying down debt, making sure you're getting the best rate on any long-term debt, and creating an emergency fund.
  • Paying for the Baby Years
    The non-childcare costs you can expect when having a baby, from cribs to health insurance.
  • Managing Risks
    Life is filled with unexpected events. Learn how to ensure the financial security of your child in the worst case scenario.
  • Children and Taxes
    A review of the tax benefits that can help you manage the expenses incurred with children.
  • Childcare Choices
    An overview of different childcare choices and the financial implications of each.
  • Growing Up - Childhood and Beyond
    A look at the additional costs of raising a child beyond the first few years including the indirect costs.
A puzzle piece that illustrates the concept of insurance.

Understanding Insurance

22 minutes

Get Started

Understanding the common types of insurance, including auto, renters, health, plus more.

  • Insurance Basics
    Understanding how insurance plays an important role in our financial lives.
  • Auto Insurance
    A review of the major types of auto insurance, factors influencing cost, and choosing a policy that's right for you.
  • Life Insurance
    Who should consider life insurance, types of policies, and how to determine coverage.
  • Renters Insurance
    Even if you don't own a home, your possessions are assets that may be difficult to replace in the event of fire, flood, or theft.
  • Health Insurance
    The various health insurance choices.
  • Disability Insurance
    Policies that replace a portion of your wages if you become unable to work can be complex, but they may provide important benefits.

Buying a Car

27 minutes

Get Started

From choosing a make and model to financing a purchase, topics every consumer should understand when buying a car.

  • Buying a Car Introduction
    An introduction to the basics of this major purchase and responsibility.
  • Choosing a Make and Model
    A look at four important factors to consider when choosing a car: fuel consumption, insurance rates, reliability, and depreciation.
  • The Total Cost of Ownership
    Understanding the many costs associated with owning a car - from financing to taxes.
  • Buy or Lease?
    Understanding the pros and cons of vehicle leasing.
  • Financing a Car Purchase
    How a loan affects the total cost of buying a car.
  • Evaluating a Used Car
    How to "do your homework" before buying a used car.
  • Setting a Target Price
    How to set a realistic target price for both new and used vehicles.
  • Negotiating Price
    Know what to expect when negotiating the best deal.
  • Avoiding Surprises
    Think the negotiating is finished when you agree on a price? Here's how to negotiate dealer extras and extended warranty pitches.
  • Common Mistakes When Buying a Car
    Twelve common mistakes to keep in mind when shopping for a car.

 Events

Joe the Monkey Saves for a Goal

Tuesday, Apr 30 at 4:00PM
Webinar

My Vehicle to Freedom

Wednesday, May 8 at 4:30PM
Webinar

Home Buying 101

Thursday, May 23 at 12:00PM
Webinar

About Broadview

Join Broadview 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 us to make a request.

Have a question?

Broadview Financial Well-Being
1-800-727-3328 x 1314066
financialwellbeing@BroadviewFCU.com

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