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Financial Education

Kinecta loves to help you succeed.

At Kinecta, we love to help you succeed! Whether it's improving your credit, increasing your savings, understanding taxes, or other personal finance topics, our brief and interactive educational modules will help you plant the seeds for financial knowledge, growth, and success. 

Financial Wellness In Uncertain Times

  • Healthy Financial Habits
  • Family Conversations about Money
  • Taxes: The Basics
  • Building Emergency Savings
  • Mobile and Online Banking
  • Mindful Living
  • Mortgage Relief
  • Debt Management

Financial Foundation

 

  • Checking Accounts
  • Car Loans
  • Preventing Overdraft Fees
  • Credit Cards
  • Mobile and Online Banking
  • Prepaid Cards

Small Business Essentials

 

  • Developing a Business Plan
  • Business Financial Statements
  • How Businesses Obtain Credit
  • How Businesses Use Credit
  • Small Business Banking Services

Building Financial Capability

 

  • Identity Protection
  • Credit Scores & Reports
  • Creating a Budget
  • Debt Management
  • Family Conversations About Money
  • Taxes - The Basics
  • Mindful Living
  • Healthy Financial Habits

Owning A Home

 

  • Considering Homeownership
  • Reverse Mortgages
  • Buying a Home
  • Mortgages
  • Mortgage Relief
  • Investment Properties

Retirement Planning

 

  • Planning for Retirement
  • 401k Plans
  • When to Collect Social Security
  • FIRE Lifestyle
  • IRAs
  • Estate Planning
  • Annuities

Financial Caregiving

 

 

  • Elder Fraud
  • Reporting Elder Financial Abuse
  • Planning for a Caregiver
  • Expectations of a Financial Caregiver
  • Becoming a Caregiver

Savings & Investing In Your Future

 

  • Paying for College
  • Shopping for Insurance
  • Health Savings Accounts (HSA)
  • Savings Accounts
  • Certificates of Deposits (CDs)
  • 529 Plans - Saving for college
  • Sustainable Investing
  • Wealth Transfer