Financial Education

Financial Education: Tips for Managing Your Money

Heritage Bank is commited to increasing the financial literacy of our customers and community. Click on any of the topics below for tips on good money management. Share what you learn with your children and grandchildren. When it comes to money management skills, learning can never begin too early.

Keys to Financial Health

Teaching Kids About Money
Great resources for parents and educators

Managing Debt
Includes "Credit Do's and Dont's", "What You Should Know About Credit", and a downloadable "Financial Stress Test"

Budgeting
Tips on budgeting for your future. Includes a downloadable "Monthly Budget Worksheet"

Saving
Tips on establishing good savings habits. Includes a downloadable "Family Savings Goal Worksheet"

Protecting Your Financial Identity
Some simple steps to protect yourself, and how to take action if you are a victim

Phishing
Tips to avoid phishing scams and what to do if you're phished

Downloads
Downloadable worksheets and forms. Includes a complete manual on how to manage and reconcile your checking account.

Content provided by the American Bankers Association unless otherwise noted. © Copyright 2006 American Bankers Association, 1120 Connecticut Ave NW, Washington, DC 20036. All rights reserved.

(1) "Learn About Checking Accounts" is a PDF document provided by Deluxe Financial Services, Inc. © Copyright 2005