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Financial Planning Resources

Good financial planning is essential for maintaining stability long-term.

When you’re living paycheck to paycheck, it’s impossible to plan for the future. That may explain why so many Americans lack a solid financial plan. But now that you’re learning how to budget and save, you can start to make an effective plan. And these financial planning resources can show you how.

Consolidated Credit’s financial planning resources focus on moving beyond basic savings for short-term goals. You’ll get an introduction to investing and a range of resources to start planning for retirement. If you have questions about how to make a financial plan, click the Ask a Question button at the bottom of the page to get more information from our certified financial coaches.

Video: Learn the secrets to a successful retirement

There are lots of misconceptions about retirement, but these either statistics from Baby Boomers currently going into retirement can give you the real facts. Learn what you really need to know to retire on time the way you want.

Infographic: A roadmap to retirement

Want to know how much money you should have saved for retirement at different times in your life? This infographic explains key retirement checkpoints that you can use to make sure you’re on track to retire.


Retirement Checkpoints

Consolidated Credit helps you understand key milestones you need to hit on your road to retirement if you want to retire on time and in the way you want….

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On-Demand Webinar: Take the fear out of investing

Many Americans avoid making investments out of fear, intimidation and lack of understanding. It can be scary to invest your money, so you can enjoy better growth than what you get from a basic savings account. But investing is essential for building net worth and living out your retirement the way you want. This webinar will introduce basic investment concepts, so you can get comfortable with investments and start investing in your future.

Webinar On Demand

Beginner’s Guide to Saving and Investing

Find proven strategies for saving and investing, from types of investing tools you can use to step-by-step instructions for increasing wealth.

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Self-Help Guide: Planning for your golden years

Now that you know the basics about retirement and what current retirees have to say, it’s time you make your own plan for your golden years. This retirement eBook will help you set goals for retirement and decide what you need to do to prepare effectively.

Planning Your Golden Years: A Step-by-Step Retirement Guide

Retirement Planning

Financial Planning

Studies show that most Americans are behind when it comes to saving for retirement. This booklet explains how to use retirement tools to your advantage to set an effective saving strategy. Learn how much you should be saving, how to plan for your golden years, and what you can expect as you transition into retirement.

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Have questions about how to make an effective financial plan? Ask our certified financial coaches so you can plan for your future.