Financial Wellness

Financial Wellness Resources

Loan Repayment 

When you are no longer enrolled in school due to either graduating, taking a leave of absence, or withdrawing, you will be required to complete loan Exit Counseling and your six-month grade period will begin. Six months after you cease to be enrolled, your loans will enter repayment. This checklist can help you prepare. 

Tax Season

Filing your taxes can feel overwhelming. In fact, it can be tough to determine if you're even required to file! However, there are a variety of resources available to help guide you through the process and get the information you need. Please keep in mind that the Reed Financial Wellness Advisory Group members are not tax professionals and cannot advise you regarding tax matters.  We suggest that you consult a tax professional directly if you have questions.

Additional Tax-Related Resources

Online Tools and Resources

Annuity Financial Literacy Guide - a site dedicated to providing the most accurate financial information out there. In hopes of promoting financial literacy, we have created what we believe to be the most comprehensive, easy-to-read guide for students. Our brand new page covers topics like need vs. merit based scholarships, the intricacies of student loans, planning for life after college and much more. 

Cash Course

Cash Course is a financial literacy website designed towards college students. Contains a wide variety of resources (quizzes, videos, articles etc.) tailored specifically towards the financial decisions of college. Go here for great information on budgeting, study abroad, credit cards, student loans and items to consider when landing that first job after college.

Cash Oregon

CASH Oregon provides low income families and individuals from every community and background in Oregon with the tools and resources to begin building solid financial futures - including free tax preparation! In partnership with AARP Tax-Aide, CASH Oregon supports Earned Income Tax Credit outreach and free tax preparation programs.

Credit Card Insider

Website that details the different aspects and things to consider when looking at your very first credit card. Has good comparisons of various cards.

Great Advice for Grads Guide from Inceptia: 2022 

Inceptia, a division of the National Student Loan Program, is a nonprofit organization focused on higher education access, verification, student loan repayment, default prevention, and financial education. The website has a number of useful resources, including free e-guide that provides a summary of "Great Advice" on student loans, post-college finances, career moves, and more.

National Endowment for Financial Education

The National Endowment for Financial Education (NEFE) is the leading private nonprofit foundation dedicated to inspiring empowered financial decision making for individuals and families through every stage of life. Has good information for basic banking through retirement.

Oh My Dollar!

Lillian Karabaic, a Reed alum (2013) with a degree in economics, is the creator of Oh My Dollar! Lillian focuses on building a healthy relationship with your money and building your roadmap for the future.

The Simple Dollar

The Simple Dollar is a place where anyone can come to acquire financial information on finding the best products and services, saving money, making smart investments, and controlling personal finances.

Student Finance Glossary

Defines a lot of key terms that you’ll encounter as you make your way through college.

Financial Management & Budgeting Tools

Mint is a free online tool (and app!) that allows you to view all of your finances in one place. It can connect all of your accounts (checking, saving, credit card, student loan etc) in one handy place! It also has a lot of helpful graphics to help you set up a budget for yourself and then will send out alerts to help you STAY on budget.

MoneyStream is another free online tool that accesses all of your financial accounts in order to help you organize your personal finances. MoneyStream is available on the App Store and Google Play.


Freakonomics Radio
Inspired by the books of the same name, Freakonomics Radio is hosted by Stephen Dubner, with co-author Steve Levitt. An award-winning podcast exploring "the hidden side of everything". From the economy, headline news to pop culture. Available weekly on demand from WNYC Public Radio.

Motley Fool Money
Motley Fool Money airs every week on radio stations across America, including top-10 markets Los Angeles, San Francisco, Atlanta, Boston and Washington, DC. The show features a team of Motley Fool analysts discussing the week's top business and investing stories, interviews, and an inside look at the stocks on our radar.

Oh My Dollar!
Oh My Dollar! airs on the weekly segment at XRAY in the Morning (107.1 FM & 91.1 FM Portland) or online streaming at with Reed alum (2013) Lillian Karabaic.

Planet Money
The Economy Explained - From NPR is an American podcast and blog produced by NPR. Planet Money claims to be “The Economy Explained”.


Disclaimer: The Financial Wellness Advisory Group is an educational resource only. We do not provide professional investment, legal, or tax advice. The information provided is for general educational purposes only, and is not intended as a substitute for the advice of your investment, legal, and/or tax advisors or to be the basis of specific trading or investment activities. If you need investment, legal, and/or tax advice, please consult with one of these professionals directly.