Older couple looking at documents
Achieving Immediate Financial Goals

Experienced an Emergency

A group planning together

I have an emergency expense

Emergencies happen to everyone and they are almost always unexpected, which makes them difficult to plan for.  

Finding Ways to Pay for Emergencies

Dealing with Unexpected Expenses

Planning for Life Events

Being Financially Prepared for Emergencies

Planning for Large Purchases

I’m a victim of identity theft

Having your identity stolen is a scary and stressful experience.  But there two ways that you can keep identity thieves from opening up new accounts in your name—fraud alerts and credit freezes.

Setting Up Fraud Alerts and Credit Freezes

Taking Action After Identity Theft

Dealing with Charges and Withdrawals that Are Not Yours

Understanding Common Financial Cons, Scams, and Fraud Schemes

Spotting Identity Theft

Protecting Yourself from Identity Theft and Financial Fraud

I’ve experienced a natural disaster

In the minutes, hours, and days following a disaster, people are dealing with a wide range of physical and emotional stress.  They may be in physical distress due to injuries sustained during the disaster.  They may also be feeling a deep emotional stress brought on by the loss of property, control over their lives, and in some cases, the loss of loved ones.

People are also often concerned about “what’s next” following disaster, especially if their homes are damaged. 

What to do After a Disaster

Watching Out for Cons and Scams after Disasters

Planning for Disasters—Getting Your Finances in Order Before Disaster Strikes

Making Insurance Claims Following a Disaster

Resources to Help if You Have Survived a Disaster

Declared Disasters

People wearing United Is The Way T-shirts

A family member has died

When a loved one dies, family members are often overwhelmed with grief, which makes it very hard to manage all that must be done to honor your loved one and settle their affairs.  And for many people, the first time they consider these issues is when they are in the middle of them.

Despite your grief, there are things that must be taken care of right away. 

Immediate Steps to Take When a Loved One Dies

When There’s No Will

Dealing With Final Expenses

Managing Financial Issues when a Primary Income Earner Dies

What is a Beneficiary Designation?