SmartDollar

Our core financial wellness lessons cover our step-by-step plan, budgeting, and other key topics like saving, debt, investing, planning for large purchases, insurance, college and retirement planning. In addition to our core lessons, we’ve created additional videos that provide a deep-dive into relevant financial topics such as insurance, mortgages, real estate basics, identity theft protection, college savings, HSAs, creating new habits, and more.

Our EveryDollar Budgeting app is our top tool for engagement and it helps your employees stay on track with paying off debt, saving, preparing for retirement, and building an emergency fund. This app allows participants to manage their budget on-the-go in real time and offers optional bank connectivity at no additional fee.

The Debt Snowball tool, Emergency Fund Planner and R:IQ Retirement tool are other popular tools that help employees work the plan faster by encouraging them to return to the program to track their expenses and debt payments, check their progress on eliminating debt and building their emergency savings, and dream about their retirement.