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FirstDemo
Personal

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Wealth


About
Contact
Locations
Investors

FirstDemo Bank & Trust

 * Personal
 * Business
 * Wealth
   
 * About
 * Contact
 * Locations
 * Investors

Financial Wellness for Customers & Employees
Financial Wellness
 * Managing Your Money
   * It's Your Money
   * Banking Basics
   * Establishing a Banking Relationship
   * Managing Your Accounts
   * Quiz: Managing Your Money
 * Financial Building Blocks
   * Income
   * Expenses
   * Budgeting and Planning
   * Quiz: Financial Building Blocks
 * The Importance of Saving
   * Saving Basics
   * Where to Put Your Savings
   * Building an Emergency Fund
   * Saving to Reach Your Goals
   * Quiz: The Importance of Saving
 * Establishing Credit
   * Credit Reporting
   * Your Credit Score
   * Understanding Your Credit Report
   * Building a Credit History
   * Quiz: Establishing Credit
 * Borrowing Money
   * Loan Basics
   * The Cost of Borrowing
   * Applying for a Loan
   * Other Considerations
   * Quiz: Borrowing Money
 * Managing Your Debt
   * How Debt Works
   * Reducing Your Debt
   * Debt Collection
   * Student Loan Debt
   * Medical Debt
   * Quiz: Managing Your Debt
 * Using Credit Cards
   * How Credit Cards Work
   * Managing Credit Cards
   * The World of Credit Cards
   * Quiz: Using Credit Cards
 * Your Financial Future
   * An Introduction to Assets
   * Investing in Your Education
   * Investing Basics
   * Saving for Retirement
   * Quiz: Your Financial Future
 * Making Housing Decisions
   * Renting
   * Home Ownership
   * Mortgages
   * Home Equity and Refinancing
   * Quiz: Making Housing Decisions
 * Financial Preparation and Recovery
   * Protecting Your Identity
   * Protecting Your Assets
   * Managing Your Tax Burden
   * Preparing for Disasters
   * Making a Financial Recovery
   * Quiz: Financial Preparation and Recovery


FINANCIAL WELLNESS TOPICS


Managing Your Money
Includes learning modules on It's Your Money, Banking Basics, Establishing
Banking Relationships, and Managing Your Accounts.
LEARN MORE



Financial Building Blocks
Includes learning modules on Income, Expenses, and Budgeting and Planning.
LEARN MORE



The Importance of Saving
Includes modules on Saving Basics, Where to Put Your Savings, Building an
Emergency Fund, and Saving to Reach Your Goals.
LEARN MORE



Establishing Credit
Includes modules on Credit Reporting, Your Credit Score, Understanding Your
Credit Report, and Building a Credit History.
LEARN MORE



Borrowing Money
Includes modules on Loan Basics, The Real Cost of Borrowing, Applying for a
Loan, and Other Considerations.
LEARN MORE



Managing Your Debt
Includes modules on How Debt Works, Reducing Your Debt, Debt Collection, Student
Loan Debt, and Medical Debt.
LEARN MORE



Using Credit Cards
Includes modules on How Credit Cards Work, Managing Credit Cards, and The World
of Credit Cards.
LEARN MORE



Your Financial Future
Includes modules on An Introduction to Assets, Investing in Your Education,
Investing Basics, and Saving for Retirement.
LEARN MORE



Making Housing Decisions
Includes modules on Renting, Home Ownership, Mortgages, and Home Equity &
Refinancing.
LEARN MORE



Financial Preparation and Recovery
Includes modules on Protecting Your Identity, Protecting Your Assets, Managing
Your Tax Burden, Preparing for Disasters, and Making a Financial Recovery.
LEARN MORE




FOR MORE INFORMATION ON FINTACTIX

 * Financial Calculators for Websites
 * Auto
 * Mortgage
 * Home Equity
 * Savings
 * Retirement
 * Debt
 * Budget
 * Insurance
 * Business Finance
 * Business Management
 * Business Marketing

 * Content Marketing for Financial Institutions
 * Financial Education with iKnowFi
 * Financial Education for Students
 * Financial Wellness for Customers and Employees

 * Our Company
 * Contact
 * info@fintactix.com
 * (951) 239-4080
 * Schedule an Online Meeting