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Financial Wellness Starts Here

We are here to help you live your brightest future by providing you with guidance and tools to build financial strength.

Financial Wellness

What Are You Working Toward?

There are many different facets to financial wellness, and everyone’s journey is unique. That’s why you need to ask yourself: What am I trying to accomplish? Consider goals such as owning a home, paying off debt, or creating a stronger retirement fund. By exploring the categories below, you’ll start learning more about why these topics are so important and how they will help you progress in your financial wellness journey. Or, browse a wide selection of articles on our blog.

Building a Budget +

Building a Budget +

Every financial success story starts with a good budget. We can help you review your spending habits and move closer to achieving your financial goals.

Saving Money +

Saving Money +

Having a savings plan can help you prepare for the unexpected by establishing an emergency fund. Explore our tips and tools tailored to help you reach your goals.

Managing Debt +

Managing Debt +

With the average U.S. household having multiple sources of debt, prioritizing and organizing payments can be overwhelming. We can help you create and implement strategies that will put you back in control of your finances

Living in Retirement +

Living in Retirement +

Retirement planning is a necessary step in ensuring your financial stability and security, but understanding all your options can be tricky. Let’s build your plan and make sure you’re in full control of your financial future.

Applying for a Loan +

Applying for a Loan +

Applying for a loan can be a confusing, and with all the different types, rates, and requirements it’s easy to get lost in the process. Check out our tips on applying for loans and what types of loans we can offer you.

Running a Business +

Running a Business +

Your business should focus on your passion, and not bog you down with tedious admin and logistic tasks. We can help you manage those tasks so you can focus on the parts of your business that you love.

Explore New Financial Wellness Tools

Citadel members are encouraged to take advantage of several digital tools available to them in Online & Mobile Banking. These tools are powerful yet easy to use and specifically designed to help maintain financial wellness. Not a member yet? Learn more about the value of banking with Citadel.

Credit Score Monitoring
Credit Score Monitoring Credit Score Monitoring

Credit Score Monitoring

Controls and Alerts
Controls and Alerts Controls and Alerts

Controls and Alerts

Financial Checkup
Financial Checkup Financial Checkup

Financial Checkup

Spend Analysis
Spend Analysis Spend Analysis

Spend Analysis

Browse Trending Topics

The best way to strengthen your overall financial wellness is to start improving your knowledge of how your finances work. Citadel's Financial Wellness blog is a great resource designed to help you expand that knowledge, learn new skills, and make more informed, confident decisions about your financial well-being.

security

Keep Your Accounts Secure

Citadel is dedicated to protecting the finances, privacy, and data of our members. We offer multiple tools, and services to help keep you in control of your personal data. We encourage members to stay alert at all times and to report any suspicious activity immediately. Visit our security center to learn more about what we do to protect your finances and tips on how you can keep your accounts secure.

manage your security

Financial goals timeline

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