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Financial Wellness Center

New financial wellness resources each week for the Sunmark community.

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This Week

Investing for Retirement

This week, we'll explore strategies related to saving for retirement. From minimizing fees to protecting your assets, these concepts can help you maximize your nest egg.

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Explore financial wellness topics...

Tools and Resources

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

All Tools

Financial Wellness Courses

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

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Workplace Transition

29 minutes

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Home Equity Essentials

36 minutes

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Automating Your Money

35 minutes

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Understanding Insurance

24 minutes

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Elder Fraud Prevention

45 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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