Financial Planning Month Tools for You
October is National Financial Planning Month. This is a great time to remind you that your finances go beyond your current checking account and monthly budget. Your finances affect your future, your relationships and even your stress levels. In the midst of a tight economy, we want to make sure you are fully equipped to handle every aspect of your financial wellbeing.
Here are just a few of our incredible resources and partnerships you can use as a member of our TCCU family.
Financial Coaching – For something as intimate and personal as money, it can be hard at times to see the big picture. Financial coaching brings a trained, third-party expert into your finances to help you get the best out of your money now and in the future.
We have partnered with Balance, a national nonprofit of Certified Financial Counselors, to provide free coaching and resources for every stage of your financial journey. To get started, you can sign up for an upcoming webinar or browse their free online tools.
Lifestage Resources – Life is full of change, and we want to help you through some of the major changes that come in your financial journey. Our lifestage resources can help you with:
- Wills, trusts, and powers of attorney
- Investments
- Medicare plan assistance
It’s never too early to start planning for the changes you see coming (or don’t see coming).
Insurance – When life happens, insurance helps. Whether it’s a fender bender on the way home from work or an unexpected loss, it is good to know that at least the financial part of the situation is taken care of.
Every TCCU member has access to low-cost insurance through our partnership with TruStage/Liberty Insurance. Sign up to get auto, life, debt protection, accidental death, and home insurance.
Remember, these perks are for every member at every stage of life. Check out the list of all of our resources to make sure you have everything you need to succeed in your financial future.
