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Each week, First Demo Credit Union and Real Finance offer a new financial concept to explore. Our current topics are below.

This Week @ Real Finance

Financial Planning for Children With Special Needs

Young girl in wheelchair in gym with basketball

A step-by-step examination of some of the most pressing issues parents of children with special needs face and a roadmap that will lead to better life outcomes.

Preserving Your Child's Financial Independence

An introduction to a step-by-step review of some of the most pressing issues parents of children with special needs face. The week provides a roadmap for addressing the issues.

Your Child's Short and Long-Term Financial Needs

By running a variety of calculations adjusting for different life scenarios, parents can accurately determine how much they'll need to save to secure the financial independence of their children.

What You Need to Know About Estate Planning

A review of what you need to know about special needs estate planning: the most important information about trusts, wills, and trustees.

How to Draw Up a Letter Of Intent

Addresses why letters of intent are so critical and how to go about drafting one.

Merits of Guardianship vs Power of Attorney

Power of attorney and guardianship differ considerably in the durability of powers granted and the level of court involvement. Take the time to fully investigate the merits of both approaches.

Building a Nest Egg for a Special Needs Child

A review of programs that can help parents save money for their child's future.

A Network to Advocate for Your Child's Interests

How to build a team - a network of advocates and professionals who have the experience and resources necessary to secure your child's future.

New topics are posted every Sunday.
Miss last week? Scroll down to catch up.

A woman giving a young girl a piggy back ride.

Last Week @ Real Finance

Setting Your Financial Priorities

A look at the factors influencing how we spend and save money.

Setting Financial Priorities

Introduction to a week focused on the factors that influence how we spend and save.

Mysterious Forces That Drive Our Spending Behavior

By exploring the deeper issues that go along with our spending habits, we can unlock the motivations that guide us, giving us a clearer picture of why and how we spend and save.

Conspicuous Consumption - Does It Make You Happy?

When the urge to spend is too great to resist, consider spending that money on new experiences or a charitable donation.

Retirement vs Student Loans?

What a recent college graduate should consider when thinking about saving for retirement or paying down student loans?

Pay a Child's Education With Your Retirement Fund?

A review of some of the most important information to know regarding retirement-funded college educations.

Common Financial Priorities by Decade

A review of some basic financial priorities by decade.

 Real Finance Home

About First Demo Credit Union

First Demo Credit Union is a fictional financial services organization used for MoneyEdu product demos. MoneyEdu is a service of Decision Partners, a 100 year-old ed-tech company (give or take 85 years). We work with organizations nationwide to bring financial wellness education to diverse populations.


Have a question? Contact James Williams at (617) 555-5555.

 Upcoming Events

Paying for College Presentation

Tuesday, October 20 at 6:30 PM EST
Arlington High School
Arlington, MA
Host: James Williams

More Info