Financial Education
We know you face important financial decisions every day and we are here to help. This program will equip you with the critical knowledge and skills you need to make the financial decisions that are best for you.
Please note: These links will take you to our financial wellness portal. This is free for everyone, not just 1st Source clients. The login for this portal is optional and NOT your online banking password.
Self-Paced Financial Education
Whatever your stage of life or financial situation there is always more to learn. With our online lessons, you can learn about budgeting, building credit, money management, owning a home, retirement planning, and more. We also have education for aspiring business owners. Choose from our selection of learning plans designed to help you reach your financial goals.
Interactive Financial Quizzes
Our short, interactive quizzes make learning about money fun and easy. Test your knowledge on topics like budgeting, saving, investing, and credit management. Each quiz only takes a few minutes and provides instant feedback and explanations, helping you understand key financial concepts and improve your money management skills.
Getting Ready for Big Events
Prepare for financial decisions, big or small. Our calculators provide precise and personalized insights, whether you're creating a budget, paying off a credit card, buying a home or car, or preparing for retirement. Simply enter your details to see how different scenarios might play out, empowering you to make informed choices about your money.
Sign up for one-on-one financial coaching
If you want some help creating a financial plan or managing your money we can help. You can meet in person with a financial professional who is committed to earning your trust and helping you reach your goals.
We can also help if you need some guidance investing your money or planning for retirement. We’ll set up a meeting with a financial advisor.
Email [email protected] for more information.
Take advantage of the resources below to learn more about your finances.

Financial education isn’t just about avoiding mistakes—it’s about setting yourself up for success. When you know how to budget effectively, save consistently, and make informed choices, you gain control over your financial future.
Financial Education helps you avoid common financial pitfalls, like taking on too much debt or missing payments on loans, and instead guides you toward smart money habits.
At 1st Source, we believe financial education should be accessible to everyone. That’s why we offer tools to help you understand banking, savings, and financial planning. We’re here to help.
This Week's Featured Content
Investment
Featured Articles
Many people make the mistake of treating investing as a way to get rich quick by finding the one perfect stock. While that may happen every once in a while, it’s best to think of investing as a tool, rather than a lottery ticket. If used carefully, you can minimize risk and maximize your chances for slow but significant gains. Our expert advice articles are designed to guide you every step of the way.
Skill Builder Challenge
When you invest in a retirement account, your money will grow until you’re ready to retire. But how do you know whether to use a Traditional or Roth retirement account? The Coach session will walk you through both types of accounts and show how your personal retirement savings will be affected by either one.