Career Resources

Financial Wellness

Beyond financial aid, there are many things to consider as you begin working full-time after college and start to increase your income through employment.

Take this financial wellness check-up to get started!

It’s exciting to start growing your financial assets, and it can also sometimes be confusing to navigate how to manage your finances to meet your personal and professional goals. Read below to discover financial advice and learn about resources to support you as you launch your career! 

Pro Tip

Take time to reflect on your current finances and make a financial plan now. It’s never too early and is a great way to make sure that you are on your way to achieving your future goals. Check out our resources below for budgeting and savings tips, along with information on credit, debt, major life expenses, and more!

Best Practices

Budgeting & Banking Basics

Creating a budget to meet your future goals

Source: 10,000 Degrees

Savings & Retirement

Savings and retirement accounts help you meet short and long-term savings goals

Source: 10,000 Degrees

Credit

Having good credit is critical to your financial health

Source: 10,000 Degrees

Managing Debt

Managing debt can help you reach your financial goals

Source: 10,000 Degrees

Economic Empowerment Services

Seeking expert financial advice can help you reach your financial goals

Source: 10,000 Degrees

Protecting Your Finances & Avoid Scams

Ways to keep your financial information secure

Source: 10,000 Degrees

From the Web

Your Guide to Life & Money

Steps and considerations for transitioning into the real world after college.

Source: Morgan Stanley

What is an ITIN?

Learn about ITINS

Source: National Immigration Law Center

What is a Budget

Budgeting tips

Source: Nerd Wallet

Travis Credit Union Financial Wellness Tools

Tools and guidance to improve your financial wellbeing

Source: Travis Credit Union

Student Debt Information

Financial debt information

Source: Department of Financial Protection & Innovation

Stay Financially Safe

Learn about fraud and scams

Source: Consumer Finance Protection Bureau

Social Security

Check your Social Security earnings

Source: Social Security Administration

Retirement Planning

Retirement planning information

Source: Nerd Wallet

Retirement Planning

Retirement

Source: Consumer Finance Protection Bureau

Retirement Accounts

401(k) vs 403(b)

Source: National Council on Aging

Retirement Accounts

Learn about 403(b) accounts

Source: Investopedia

Retirement Accounts

Learn about various retirement accounts

Source: IRS

Resources for Investing

Expand your knowledge of investing and financial markets.

Source: Investor.gov

Research-based Financial Literacy

Expand your financial knowledge

Source: Finra Investor Education Foundation

Personalized Money Management Tips

Interactive financial education resources

Source: Hands on Banking

Personal Finance Planning Services

Free planning services

Source: The Academy of Financial Education

Patelco Financial Wellness Resources

Coaches, budget calculators, and exclusive courses

Source: Patelco Credit Union

MoneySkill

Free online Personal Finance course

Source: AFSA Education Foundation

Money Smart Financial Education Program

Financial education resources and tools to enhance your money management skills

Source: FDIC

Money Management

Financial education

Source: Cash Course

Money 101

Financial guidance for teens

Source: Ambition Angels

Home Buying Resources

Federal resources on how to buy a house

Source: U.S Department of Housing and Urban Development

GreenPath Financial Counseling

Financial counseling and debt management solutions

Source: GreenPath Financial Wellness

Free Tax Preparation Services for Qualifying Taxpayer

IRS resources that provide free tax preparation services

Source: IRS.gov

Free Tax Help Bay Area

Free tax return preparation for qualifying taxpayers

Source: IRS.gov

Free Financial Guidance Materials

Materials on budgeting 101 to how to buy a car

Source: Cooperativa Latina Credit Union

Financial Wellbeing Score

Find out where to start

Source: CFPB

Financial Wellbeing for All

Federal resources and tools to improve financial literacy

Source: MyMoney.gov

Financial Safety

Learn what to do if you are the victim of financial fraud

Source: Consumer Finance Protection Bureau

Financial Literacy Resource Directory

Financial literacy tools and resources

Source: Office of the Controller of the Currency

Financial Equity in Marin

Resources that promote financial stability and equity in Marin

Source: Community Action Marin

Financial Education Resources for All

California financial education tools and resources

Source: US Department of Financial Protection and Innovation

Financial Education

Achieve your financial goals

Source: Redwood Credit Union

Financial Accounts

Banks & Credit Unions

Source: Consumer Finance Protection Bureau

Excite Credit Union Financial Calculators

Easy-to-use budgeting calculators

Source: Excite Credit Union

Credit Counseling

Credit support

Source: Financial Counseling Association for America

Credit Counseling

Credit & debt management

Source: National Foundation for Credit Counseling

Building your Credit

Credit workshops

Source: Working Credit

Big Purchases

Guides for major purchases

Source: Consumer Finance Protection Bureau

Better Money Habits

Financial goals

Source: Bank of America

Banks vs. Credit Unions

Understand the difference

Source: Nerd Wallet

Achieve your Financial Goals

Financial stability through financial coaching

Source: United Way Bay Area

1:1 Free Financial Coaching

Meet a financial coach

Source: Smart Money Coaching by San Francisco Office of Financial Empowerment

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