Financial Education

Resources to help you make informed financial decisions

Learning Center

Budgeting
Budgeting & Saving

Learn how to create a budget, track expenses, and build savings for your financial goals.

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Credit
Credit & Debt Management

Understand credit scores, manage debt, and learn strategies for improving your financial health.

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Home Buying
Home Buying

Navigate the home buying process, from mortgage options to closing on your new home.

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Investing
Investing & Retirement

Plan for your future with investment strategies and retirement planning resources.

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Financial Calculators

Mortgage Calculator

Estimate your monthly mortgage payment based on home price, down payment, and interest rate.

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Retirement Calculator

Determine how much you need to save for retirement based on your goals and timeline.

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Budget Calculator

Create a personalized budget based on your income, expenses, and financial goals.

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Debt Payoff Calculator

Develop a strategy to pay off your debt faster and save on interest payments.

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Webinars & Workshops

NOV

8

2023

First-Time Homebuyer Workshop

Learn about the home buying process, mortgage options, and down payment assistance programs.

NOV

15

2023

Retirement Planning Webinar

Strategies for building a retirement nest egg and making your savings last.

NOV

22

2023

College Funding Strategies

Learn about 529 plans, financial aid, and other strategies for saving for education expenses.

DEC

6

2023

Small Business Finance Workshop

Financial management strategies for small business owners and entrepreneurs.

Financial Wellness Blog

Blog post
Budgeting
5 Steps to Create a Budget That Works

Learn how to create a realistic budget that helps you achieve your financial goals.

October 15, 2023

Read Article
Blog post
Credit
Understanding Your Credit Score

What goes into your credit score and how to improve it over time.

October 8, 2023

Read Article
Blog post
Home Buying
First-Time Homebuyer Mistakes to Avoid

Common pitfalls for first-time homebuyers and how to steer clear of them.

October 1, 2023

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Blog post
Investing
Getting Started with Investing

A beginner's guide to building an investment portfolio that matches your goals.

September 24, 2023

Read Article

Financial Health Check

Take our quick assessment to evaluate your financial health and get personalized recommendations.

Community Programs

Personal Bank is committed to financial education in our communities. We offer:

  • Free financial workshops for schools and community groups
  • One-on-one financial coaching
  • Youth savings programs
  • Small business financial education

Ask an Expert

Have a financial question? Our team of financial educators is here to help.