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Financial Wellness Center

New financial wellness resources each week for the Sunmark community.

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This Week

Maximizing Social Security Benefits

This week, we explore strategies for making the most of Social Security benefits. From choices about when to claim to options for minimizing taxes, let's learn the key concepts.

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Tools and Resources

Real-world assessments and calculators. Visit Tools to see more.

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Financial Wellness Courses

Work at your own pace and earn certificates you can share. Visit Courses for more options.

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Financial Trouble

39 minutes

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Automating Your Money

35 minutes

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A man reviewing his budget at home.

Credit Fundamentals

50 minutes

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A puzzle piece that illustrates the concept of insurance.

Understanding Insurance

24 minutes

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A pleased woman is reviewing her investment results.

Debt Management Essentials

39 minutes

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Avoiding Scams

51 minutes

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MoneyEdu for KIDS MoneyEdu for KIDS wordmark in the Baloo 2 ExtraBold heading style used on MoneyEdu.kids.

Money skills can start early.

Interactive money games designed for kids ages 7–12.

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About Us

Since 1937, Sunmark has been dedicated to enriching lives across New York. For 85+ years, we've put members first while staying true to our cooperative roots. Our story isn't just about banking - it's about building stronger communities.

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