Financial Planning

Financial Planning Center

• Budgeting
• Planning for Retirement
• Saving for College

• Financial Wellness: Small Habits That Make a Big Impact
  

  

  Financial wellness isn’t about making big, dramatic changes. It’s the result of small, consistent habits that build confidence, stability, and long?term peace of mind. At a credit union, we believe every member deserves a path toward financial wellbeing—and that path often starts with simple, everyday steps.

  Here are small habits that can make a big impact on your financial health.

• FAQs About Trusts
  

  Trusts are one of the most powerful tools in financial and estate planning, yet they often seem complicated and intimidating. Whether you’re planning for your family’s future, protecting assets, or minimizing taxes, understanding how trusts work is essential. To make things easier, we’ve compiled answers to the most frequently asked questions about trusts.

• New Year, New Financial Plan: Setting Achievable Money Goals
  

  By setting clear and achievable money goals along with a solid financial plan, you can take control of your financial future and make significant strides toward your financial aspirations in the New Year.