Blog Post
60 min read
Home for the Holidays Webinar Replay
Missed our Home for the Holidays Mortgage Webinar on November 4? Watch the video above to learn more about credit union mortgages through SAFE, how to get started, what type of mortgage rates you can...
-
Video4 min readVideo: How to increase your mindful spendingHi, my name is Edwin and I'm your financial wellness coach and today's topic is going to be about mindful spending. -
Blog Post2 min readThe Stock Market: Explained.The stock market sounds super intimidating, right? But it’s actually not as mysterious (or exclusive) as it seems. Think of it like a big marketplace where people buy and sell little pieces of... -
Blog PostWhat is the 50/30/20 Budgeting Rule?Budgeting doesn’t have to be stressful–we promise! If you’re feeling overwhelmed trying to juggle bills, savings, and squeezing in a little fun now and then, the 50/30/20 rule might be your new best... -
Blog Post2 min readBeyond Social Security Income: 4 Options Worth Exploring NowCreating a financial retirement plan that does not solely rely on Social Security benefits is crucial to ensuring a secure future as rising costs sink buying power. One money smart tactic is to... -
News3 min readFraud Victims: Take Action!You think you've just become a victim of identity fraud. Now what? Don't panic. There are steps you can take to help resolve this. Take a deep breath and consider taking the following actions: 1.)... -
Blog Post3 min readWhat is ACH Payment Fraud?ACH (Automated Clearing House) payment fraud is a type of fraud that involves the unauthorized withdrawal of funds from a bank account using ACH transactions. This type of fraud can occur when a... -
Blog Post2 min readWhy HELOCs are Making a Financial ComebackLeg warmers. CD players. Super 8 cameras. If you follow cultural trends, you already know these iconic consumer products are on the verge of a comeback. While buying a retro item might improve your... -
Blog Post2 min readThe Surprising Costs of Dying Without an Estate PlanWhile nobody enjoys pondering their own mortality, dodging the topic of estate planning could leave an unexpected mess for your loved ones to untangle. Without a properly drafted estate plan, which...
Contact Us
Still have questions? Get in touch!
Whether you need budgeting advice or help filling out a loan application, we're here to help. Tell us about your financial needs, and we'll get you connected to services and solutions that work for you.