Financial Wellness Month

Use January as a fresh start to your finances! The path to financial success can feel daunting, but it doesn’t have to be! As we begin 2025, look at these two easy tips below to help set yourself up for financial success this year!

 

1. Review Your Credit Reports

Your credit reports matter! They may affect your mortgage rates, credit card approvals, apartment requests, or even your job
application. Reviewing these reports can also help you to catch signs of identity theft. Everyone is able to get a free copy of their
credit report every 12 months from each credit reporting company: Equifax, Experian and TransUnion. Request your free credit report here!

2. Take a Financial Wellness Assessment

The Financial Wellness Assessment lets you take a step back, analyze your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances. This assessment addresses your individual financial decisions and goals before giving you recommendations on where you can improve and how to get started. It also provides a slew of online resources which have been created specifically to help people gain financial freedom. Start your free Financial Wellness Assessment here!

 


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