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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
A man signs a legal document.
Powers of Attorney
A woman visiting a doctor.
Medical Care Planning
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Talking About Money
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Saving for Retirement
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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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Understanding Insurance

23 minutes

Get Started
A young woman manages her money.

Financial Basics

26 minutes

Get Started
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Financial Planning

21 minutes

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Home Equity Essentials

33 minutes

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A pleased woman is reviewing her investment results.

Debt Management Essentials

29 minutes

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Managing Student Loan Debt

30 minutes

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Buying a Car Introduction

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Financial Health

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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