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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.

Welcome to MoneyEdu - Powered by Broadview

New resources each week for the Broadview community.

This Week

Overcoming Financial Procrastination

The costs of financial procrastination can be greater than you might expect. This week we'll explore strategies that can get your financial life moving again.

Join Broadview Financial Well-Being for live online learning:  Tackle Your Debt

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

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Featured Topics

Explore content and videos from the Broadview team.

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Try our calculators, assessments and data tools.

Financial Wellness
Compare your financial health with a national sample.

College Explorer
Details on thousands of institutions across the country.

Mortgage Calculator
Quickly estimate monthly payments and total cost.

Identity Theft Prevention
How well do you protect your identity?

Financial Wellness Courses

Make real progress in less than an hour.

A puzzle piece that illustrates the concept of insurance.

Understanding Insurance

22 minutes

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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.

Workplace Transition

27 minutes

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Key topics for those transitioning from school to the workplace.

  • From College to the Workplace
    No matter what your financial outlook is after leaving school, the concept of financial health is an important step toward long-term financial success.
  • Salary Expectations Versus Reality
    Most young people tend to overestimate their starting salaries.
  • Earning a Paycheck
    A brief overview of common paycheck deductions and how to increase earning potential.
  • Employer Benefits
    There are four main types of employee benefit programs: health insurance, retirement plans, tax-advantaged savings, and supplemental benefits such as life and vision care insurance.
  • Making Decisions About Employee Benefits
    Employee benefits vary between employers, so it’s up to the employee to make the most of whatever benefits are offered.
  • Day One of a New Job
    First impressions are important. New employees should take the time to prepare for the first day to ensure that they start off on the right foot.
  • Time Management
    To be successful in today’s workplace, you need to know how to manage the limited amount of time you have to accomplish all of your tasks.
  • The Concept of Professionalism
    Being a “professional” paves the way for both current and future success, no matter what career you choose. Professionalism requires you to draw upon a set of skills that may seem outside the specific skills required for your job.
  • Networking in the Workplace
    Effective networking can lead to success in your career both now and in the future.

Paying for College

36 minutes

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The basics of financial aid, including the types of aid, applying for aid, borrower responsibilities, and repayment strategies.

  • Financial Aid Introduction
    Whether you're considering higher education for yourself or starting to plan for the education of your kids, understanding the financial aid process is the first step to meeting your education goals.
  • Types of Financial Aid
    The main types of financial aid are education loans, grants and scholarships, work-study, and service programs.
  • Creating an Aid Strategy
    Considerations when planning to pay for school, including school choice, employment options, accounting strategies, and the importance of borrowing wisely.
  • Understanding Financial Need
    Some aid is based on financial need and some is not. What exactly is "financial need?"
  • Applying for Aid
    The aid application process, including descriptions of the FAFSA and Profile forms.
  • Education Loans
    A description of the main types of student loans, including government loans, consolidation loans, and private loans.
  • Choosing the Right Loan
    Questions every student should be able to answer before taking on a student loan.
  • Selecting a Private Loan Lender
    When federal loans are not enough, private lenders such as banks, credit unions, and non-profit lenders can help to fill the gap.
  • The Master Promissory Note
    An introduction to the agreement that specifies your rights and responsibilities when accepting a student loan.
  • Repaying College Debt
    A look at common repayment plans, including how different plans affect your monthly payment and overall cost.
  • Borrowing Wisely
    Making smart choices about student loans, including a description of the impact of loan capitalization.
  • Independent Student Status
    Understanding your financial aid dependency status, including a discussion of what to do if the parents of dependent students refuse to help them pay for college.
  • Dealing with Too Little Aid
    Why some students find themselves with too little aid and what can be done to make ends meet.
A waiter in a restaurant.

Starting a Business

48 minutes

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Explore the process of starting a new business from estimating start up costs to hiring employees.

  • Is Entrepreneurship For Me?
    Entrepreneurship is the act of starting and running a business, which brings both potential benefits and risks.
  • Researching a Business Idea
    Market conditions play a crucial role in the success of a new business and involve factors such as consumer demand, competition, and economic growth.
  • Business Start-Up Costs
    Starting a successful new business requires careful planning and budgeting of both one-time and ongoing costs.
  • Writing a Business Plan
    Creating a business plan is a crucial step for starting a new business, whether it is a small home-based operation or a venture-backed tech company.
  • Choosing a Business Name
    Choosing a business name is a critical step in starting a new company since it affects the company's brand identity, customer recognition, plus more.
  • Legal Structures for Your Business
    The legal structure of a new business is an important decision with both tax and legal implications, so it's important to choose wisely.
  • Registering a New Business
    Starting a new business involves registering with state, federal and sometimes even local governments.
  • How to Finance a New Business
    Finding capital for a new business can be challenging, but there are a number of options to consider.
  • Business Cash Flow, Profit and Loss
    Understanding a business's financial cash flow and overall profit or loss is critical for ensuring its long-term success and financial stability.
  • Establishing Business Credit
    Business credit is a record of a company's financial history used to evaluate its creditworthiness.
  • Your Responsibilities as an Employer
    As an employer, there are several responsibilities you must be familiar with in order to avoid potential legal issues.
  • Business Taxes
    Understanding and managing taxes are key to every business owner or self-employed individual.
  • Buying a Business or Franchise
    Buying an existing business or a franchise are two options for entrepreneurs looking to start a business quickly. Let’s explore the potential pros and cons of each option.

 Events

The Adventures of Cubby and Coco (TM)

Thursday, Apr 11 at 4:00PM
Webinar

Finn's Financial Adventure

Saturday, Apr 13 at 10:30AM
Webinar

Quinn's Carnival Quest

Tuesday, Apr 16 at 4:00PM
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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