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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
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Creating a Will
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Estate Planning
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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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Income Tax Basics

28 minutes

Get Started
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Saving for College

24 minutes

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Managing Student Loan Debt

30 minutes

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Understanding Insurance

23 minutes

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A man reviewing his budget at home.

Budget Basics

29 minutes

Get Started
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Managing Credit

19 minutes

Get Started

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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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