Financial Wellness Center

New financial wellness resources each week for the Dort Financial community.

A financial services worker explains options to a customer.

This Week

The Role of a Financial Advisor

Financial advisors can play a pivotal role in helping clients make informed decisions, but does it make sense for you?

Explore Articles
February 2026

Navigating Risks and Opportunities

Dort Financial's theme of the month. Visit Featured for more theme resources.

Tools and Resources

Real-world assessments and calculators. Visit Tools to see more.

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Financial Wellness Courses

Work at your own pace and earn certificates you can share. Visit Courses for more options.

A puzzle piece that illustrates the concept of insurance.

Understanding Insurance

23 minutes

Get Started
A person being handed a car key.

Buying a Car

27 minutes

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A woman reviews her financial statements.

Advanced Budgeting

29 minutes

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An image illustrating investment growth with several stacks of money.

Saving and Investing

24 minutes

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A conceptual image of a woman the overlaps with a sun in the clouds.

The Psychology of Spending

28 minutes

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A young man taking on his cell phone and taking notes.

Managing Student Loan Debt

29 minutes

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About Us

Dort Financial Credit Union is a not-for-profit financial cooperative whose mission is enriching people’s lives… members, employees, community. Unlike other financial institutions, credit union ‘profits’ are returned to the membership in the form of lower loan rates, higher dividend rates, and affordable services.

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