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Financial Literacy

Helping you become your best financial self.

Find the tools and resources to help you in becoming your best financial self. From interest, payments and savings, to debt and retirement, access financial calculators and comparison tables to see how the numbers work for you, your business and your life.
Vision Bank is bringing its financial literacy courses to your home at no cost. Welcome to Banzai, an interactive, award-winning program that has taught millions of people real-world finance. Scroll down and learn by topic in the Banzai library to solve your most pressing financial problems. We want you to have access to resources that cover all sorts of topics, including insurance, housing, taxes, borrowing and credit, and saving. 

Explore by resource type or browse by topic by scrolling down below Looking for something specific? Plug it into the search bar, find the information you need, and start taking control of your finances right away. All of these resources are available on any device.  

Banzai budgeting tool.

Vision Bank presents the Financial Wellness Assessment: A powerful tool to improve your financial health. Answer a few questions about your money habits, receive a rating of your overall financial health, and begin to design your path toward financial wellness.

Borrowing & Credit

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Repaying Student Loans

Student loans are intimidating. Learn how you can start repaying them. stop

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What is a HELOC?

Seniors are aggressively targeted by scammers. Learn the red flags to watch out for and common scams that could be attempted on you or someone you love.

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Refinancing can help you get out of debt quicker or pay less in interest if everything lines up.


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Transitioning to Retirement

When you’re mapping out the best route to collecting retirement income, there’ll be several forks in the road. But you can arm yourself with knowledge to make informed decisions.

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Understanding IRA's

Individual retirement accounts (IRAs) can look intimidating and cryptic when you begin planning for retirement, but there are some foundational lessons to learn so you plan wisely.

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If you’re lucky enough to be introduced to a 401(k), you’ll make a friend for life.


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Income and Expenses

Everyone spends money, but many people don't know how to track how much they're spending or how to prioritize it.

Monthly budget report.

Learning to Budget

Learning to create a budget is the most important thing you can do for your financial health.

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With interest, the money you’re saving is always growing, but the same applies to the money you owe.


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Student Loan Payoff 

When you’re mapping out the best route to collecting retirement income, there’ll be several forks in the road. But you can arm yourself with knowledge to make informed decisions.

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Rule of 72

The Rule of 72 predicts how long an investment will take to double based on a fixed annual interest rate.

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An emergency fund can be used to pay for essential expenses and propel you through a tough time. It should cover your take home pay for at least three months, but ideally six. This calculator shows you how much you need to save each month to reach your emergency fund savings goal.