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Financial Wellness Center

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

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This Week

Managing Money as a Couple

Whether you're getting married or just getting serious, mingling financial accounts with a significant other takes some careful consideration and planning.
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August 2025

Financial Planning Across the Generations

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

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Financial Planning
A couple in the kitchen reviewing their spending.
Creating a Will
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Estate Planning
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Powers of Attorney
A woman visiting a doctor.
Medical Care Planning
A happy couple reviewing bills at home.
Talking About Money
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Saving for Retirement
A worried couple reviewing a bill.
Planning for the Unexpected

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.

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Investing Strategies

49 minutes

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A new college graduate with her mother.

Paying for College

36 minutes

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Elder Fraud Prevention

45 minutes

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An image illustrating investment growth with several stacks of money.

Saving and Investing

24 minutes

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Income Tax Basics

28 minutes

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Managing Student Loan Debt

30 minutes

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 Trending Topics

Financial Health

Buying a Car Introduction

Managing Student Loan Debt

Income and Expenses

Planning for Your Home Purchase

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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