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Featured This Month

MoneyEdu brings you a new financial wellness theme every month.

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Financial Planning Across the Generations

The Family Guide to Financial Success

From your first shared bank account to the complexities of estate planning, this month is all about money and family - making smart, informed financial decisions that benefit the whole family. Join the Dort Financial team to explore financial planning for life's milestones and make the most of your family's financial journey.

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This Week

A weekly series that explores concepts related to this months's theme.

Managing Money as a Couple

Starts Aug 3, 2026

The Family Finance Playbook

Starts Aug 10, 2026

Insurance and Financial Planning

Starts Aug 17, 2026

Planning for Children With Special Needs

Starts Aug 24, 2026
New for This Month

Financial Planning

What you need to know to start making a long-term financial plan, from getting married to planning for retirement.

A couple meeting with a financial planner in an office.
Financial Planning
Learning the "how" and "why" of short-term and long-term financial planning.
A couple in the kitchen reviewing their spending.
Creating a Will
A will is the cornerstone of the legal framework of an estate plan, and everyone should have one.
Hanging file with label
Estate Planning
Wills, trusts, and other end of life issues.
A man signs a legal document.
Powers of Attorney
Everyone faces the possibility of temporary or permanent incapacitation. Make sure your wishes are followed.
A woman visiting a doctor.
Medical Care Planning
How to make sure your wishes are followed in a medical crisis.
A happy couple reviewing bills at home.
Talking About Money
A look at some of the financial considerations of getting married.
A focused woman using a calculator while sitting on her sofa.
Saving for Retirement
Why save for retirement and the impact of fees on investment performance.
A worried couple reviewing a bill.
Planning for the Unexpected
Planning for unexpected events, including accidents, death, and even the possibility of divorce, are all part of a responsible marriage.

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A couple stand outside of their home. June 2026

Home Ownership

From buying a home to making the most of your home equity, explore key topics for current (and future) home owners.

A home for sale sign.
Buying a Home Introduction
Some pros and cons of buying a home, including a comparison with renting.
A couple stand outside of their home.
Planning for Your Home Purchase
Before you buy a home, determine how much consumer debt is reasonable for you and what upfront costs you will have for your home purchase.
A set of keys to a home with a smiling woman.
Assembling a Home Buying Team
Having the right people on your side can help you make the best possible buying decisions.
A piggy bank on the welcome mat of a home.
Understanding Down Payments
A large down payment isn't always needed to buy a home, but let's take a look at how down payments can affect your total mortgage costs.
A couple meet with a financial planner in her office.
Understanding Mortgages
The parts of a mortgage and common mortgage loan options.
A couple signs a purchase agreement for a new home.
Making an Offer and Closing the Deal
Crossing the finish line of the home buying process – submitting an offer, negotiating, and dealing with closing costs.
A person signs a legal document.
Refinancing Your Mortgage
Refinancing your mortgage may help you achieve your financial goals – from reducing your monthly payment to minimizing total costs.
Two men reviewing documents at home on a sofa.
Mortgage Refinancing Scenarios
Whether or not refinancing could make sense for you depends on a wide variety of factors – and the right answer isn’t always the same for every person or every situation.
A woman tracking her spending with receipts.
Reducing Mortgage Cost
Mortgage refinancing isn’t always required to reduce the overall cost of your mortgage.

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 Trending Topics

Buying a Home Introduction

Managing Student Loan Debt

Understanding Buyer-Agent Agreements

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Do it Yourself Debt Reduction

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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