Financial basics
Ready to take control of your money? Start by taking a deep breath. We’ll help you get started.
The EdgeTrustEquity Perspective
Budgeting
Spend less than you earn and prepare for emergency costs, like a medical expense or car repair.
You can keep track of your money and still have a life. Learn how to slice up your paycheck to make sure you’re spending in the right areas.
Managing debt
Eliminate high-interest debt, like credit cards or private student loans.
Balancing paying off debt and saving can be tricky.Â
Get a free credit counseling session and make a plan to get a handle on your debt with Money Management International.
Saving
When saving for retirement, an early start can make all the difference. Make the most of your contributions through available employer match programs.
A Edgetrust® Cash Management Account is an alternative to a traditional bank checking account with all ATM fees reimbursed.1 Plus, no monthly account fees.
Let's get your free plan started
See how the Edgetrustequity planning experience can help you reach your goals.