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Financial Literacy

Essential concepts and terminology every person should know about money, credit, and financial institutions.

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Credit Scores
Understanding how credit scores work and how to improve them.
  • Credit scores range from 300-850, with 700+ considered good
  • Payment history is the most important factor (35%)
  • Credit utilization should be kept below 30%
  • Length of credit history and types of credit also matter
Interest Rates
How interest rates affect borrowing and saving decisions.
  • Simple interest is calculated only on the principal
  • Compound interest earns interest on interest over time
  • APR includes interest rate plus additional fees
  • Fixed rates stay the same, variable rates can change
Inflation
How rising prices affect your purchasing power over time.
  • Inflation reduces the value of money over time
  • Average historical inflation rate is about 3% per year
  • Investments should aim to beat inflation to maintain purchasing power
  • Fixed-rate debt becomes cheaper to repay during inflation
Financial Institutions
Understanding banks, credit unions, and other financial services.
  • Banks are for-profit institutions offering various financial services
  • Credit unions are member-owned and often offer better rates
  • FDIC insurance protects deposits up to $250,000 per account
  • Online banks often offer higher interest rates with lower fees