Skip to content Skip to footer

Bright ideas

November 14, 2017

Moving Up Lesson 1 Laying Down the Foundation Video

Know your financial goals and create the budget that fits you

Budgeting can be intimidating, especially when you’re planning for a whole household. We can show you how knowing your goals and adjusting your lifestyle can make your money go a long way.

Activity 1.1 Let Us Create a Monthly Budget

Ready to apply what you’ve learned by creating a monthly budget for your family? Let’s go!

Go to Moving Up Lesson 1.2


Related products

Your money works harder with the Bond Fund

Bond Fund

Horizon: short to mid-term
  • Earns modest returns
  • Minimizes risk
  • Ideal for new investors
Bond Fund
Make a bright choice and be prepared for your long-term goals with Sun MaxiLink BrightFeature

Sun MaxiLink Bright

Coverage until age 88
  • Insurance with investment
  • Flexible investment options
  • 5-year payment period
Sun MaxiLink Bright
Boost your dollars

Dollar Abundance Fund

Horizon: short to mid-term
  • Taps international markets
  • Preserves & grows dollars
  • Minimizes risk
Dollar Abundance Fund