Asset Building
Helping people discover a bright and secure financial future in North Central Washington.
Financial Education
Let us help you grow your financial future. We provide in-person and online resources to assist adults in gaining the knowledge to better manage their money and assets. We offer the following courses:
- Budgeting for Beginners
- Personal Finance Basics
- Get Started Banking
- Introduction to Credit
- Credit History Simplified
- Credit Cards: Making them work for you
- Managing Debt, Creditors, and Collectors
- How to buy a home
- Scams!
- Credit cards for teens
Get started today by completing the Participant Registration and we will contact you.
Tax Aide Program
The 2024 Federal tax season (TY2023) is complete. A huge thank you to the Volunteers with the AARP, we will see you next season
Retirement Marketplace
Retirement is possible! Sadly, many small businesses and workers don’t have access to retirement plans because of their cost and complexity. Worse, as we age, saving enough to live comfortably in retirement becomes more difficult because there is only so much time left for savings to grow.
The Washington State Legislature created the Small Business Retirement Marketplace to address these issues. The Retirement Marketplace is a website where people can comparison shop for state-verified, low-cost retirement savings plans.
Each retirement plan listed on the Retirement Marketplace:
- Must first be verified and approved by Washington State officials at the Department of Financial Institutions and/or the Office of the Insurance Commissioner to ensure it complies with Retirement Marketplace requirements.
- Cannot charge administrative fees to employers.
- Cannot charge enrollees more than 1% in total annual administrative fees.
- Must go through an annual renewal process to ensure the plan and provider remain in good standing.
America Saves Week April. 8th thru April 12th, 2024: ‘A Financially Confident You’
If you’re like millions of other Americans, coming up with extra cash in an emergency presents a real challenge.
That’s why we’re inviting you to join America Saves Week — a national effort to encourage you to set a savings goal, make a savings plan, and save automatically. Join millions of others who – like you – are taking time this week to start or grow their savings.
It all starts when you make a commitment to yourself to save. Take the first step today and take the America Saves pledge to save money, reduce debt, and build wealth over time. America Saves will be there with you step by step, to keep you motivated with information, tips, and reminders to help you reach your savings goal. Think of it as your very own personal support system!
EITC Awareness
In 2022, the Earned Income Tax Credit (EITC) supported the financial stability of over 31 million low- and moderate-income workers by reducing their federal tax burden.
In 2022, the national average EITC refund was $2,043. Washington state directly benefits from the estimated 494,000 eligible workers and families that receive the credit each year. In 2022, these residents received more than $881 million in EITC refunds, an average of $1,786 for each household in Washington that claimed the EITC. Research suggests that the credit may create local economic impacts equivalent to at least twice the amount of EITC dollars received.