Entering the working world
Financial fitness begins with your first paycheck. Learn how to create a budget.
Creating a BudgetTake control of your financial fitness
Real-world advice to help you develop financial skills for all stages of your life
Getting Started
We all want to be in control of our finances. Whether you’re just beginning your financial journey with your first bank account, or you're further along and looking to build financial health in retirement — you’re in the right place. And you’re just a few minutes away from gaining the knowledge you need to feel more confident in your next money moment.
Click. Learn. Thrive.
Click any of the milestone links below to access quick tips (it only takes a couple minutes). Before you know it, you'll be on your way to making your goals a reality.
Your current financial health
Be prepared and feel confident
Take your first step toward building a stronger financial future with key tips about credit, debt and investing.
Think about credit and debt
Smart investing
When you know more you can make a bigger impact. Learn how to make investment decisions that can have a positive impact.
Investing basicsPlan for what's ahead
Investing in your future
You can never be too prepared for the unexpected. Check out these actionable tips to help you stay on track.
Emergency savings
Navigate life's new possibilities
Today's decisions fuel tomorrow's opportunities. Explore the steps to consider when buying a home or taking on an investment property.
Homeownership
Financial caregiving
Learn about the responsibilities of caring for another person's financial wellbeing.
Expectations of a financial caregiverConfidence in financial knowledge drives confidence in the future
A study conducted by Edward Jones shows two thirds of Americans feel confident in their overall financial wellness. However, one quarter of respondents report that they lack some confidence in their knowledge. Overall, there is an opportunity to become educated earlier and more extensively throughout communities. Many consumers shared they are most interested in learning more about investing, debt management and planning for retirement to ensure a stronger financial future. Read more about the study here..
Hello! I’m Penny Pennington - Managing Partner of Edward Jones.
At our firm, we have a simple but important purpose: to make a meaningful difference in the lives of our 7 million clients and their families.
Our goal is to help them achieve their most important goals.
One way we deliver on this is to help our clients have a better understanding of their finances and investing.
Our branch teams see first-hand the confidence that can come from a higher level of financial knowledge.
After all, the best way to achieve your goals is to understand how the decisions you make today will make your goals a reality in the future.
That’s why we’re making tools like this online financial fitness site available to you.
We recognize that many young people lack the financial information necessary to establish or strengthen their financial wellness – and we want to help.
We know from our research that when you understand the principles of finance and investing, you’re more likely to plan for the future and achieve higher levels of education, income and career satisfaction.
These tools were designed to be easy to use, interactive and build financial resiliency to help you be confident about your financial decisions no matter the market or environment.
We also created this site to meet you where you are.
So whether you use it at home or on the go, we hope you find this site engaging and impactful as you hone your knowledge and get more financially fit.
If there’s anything we can do for you, we have 19,000 financial advisors available in all 50 states and every province in Canada to help answer your financial questions.
Thank you for giving us the opportunity to serve you.
Important information:
These financial knowledge modules are informational and not designed to be a recommendation.