Be Your Financial Best

Girl at computer

At Allegacy, we are dedicated to helping you be your best in all areas of your life. Wellbeing comes from achieving balance in physical, emotional, and financial health. Unfortunately, financial wellness still eludes many Americans today, as a recent survey revealed:

  • 47% of respondents say their spending equals or exceeds their income
  • 36% are unable to pay all of their bills on time
  • 45% do not have enough savings to cover at least three months of living expenses
  • 30% have more debt than is manageable

And financial health is not solely dependent on income. Fifty percent of respondents with a household income of at least $100,000 are either financially vulnerable or merely coping.1There is an urgent need to build financial literacy that will equip our members to make smart financial choices. Allegacy has heard this call to action and is pleased to provide an innovative solution.

Your Financial Best is an interactive online financial education tool powered by EVERFI. It provides an engaging learning experience around critical personal finance topics such as building emergency savings, buying a home, paying for college, and planning for retirement. The curriculum is delivered through a series of short, interactive guides lasting from three to seven minutes each. There is even a self-assessment survey that can be used to create a personalized playlist to meet your unique needs. Users also gain access to a collection of financial calculators to weigh different saving, spending, and investment scenarios. Mobile and tablet enabled, Your Financial Best allows you to build your financial knowledge anytime, anywhere.

 

1The Financial Health Network’s U.S. Financial Health Pulse: 2018 Baseline Survey