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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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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.

A man reviewing his budget at home.

Credit Fundamentals

50 minutes

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A woman receiving a phone call

Avoiding Scams

51 minutes

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A man looking through binoculars

How to Save Money

30 minutes

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Dad tossing baby in air.

Having a Baby

27 minutes

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An apartment for rent sign

Renting an Apartment

29 minutes

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A new college graduate with her mother.

Paying for College

37 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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866-SUNMARK
community_development@sunmark.org

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