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How Terry gained peace of mind and avoided double paying a bill…
Terry wrote a check to a business for close to $1,000 and watched her account closely so she would know when it cleared her account. When the business told her the check had been processed by their financial institution, but she saw the funds hadn’t actually been withdrawn from her account, she turned to Deanna who works in our La Mesa branch for help and advice. Should she write out another check to send to the company just to be safe, or wait and see? Read More
Breaking Down Financial Goals: How to Make Your Money Work for You
With the arrival of tax season, you might be thinking about getting your finances in order. After all, nearly 70% of Americans have less than $1,000 saved for retirement, and statistically speaking, you might fall into that bucket. But how should you actually start? 1. First, identify your goals: what are they, and when do you want to achieve them? Read More
Get Your Finances in Shape With This Helpful Checklist
Visiting the doctor helps keep you healthy. Trips to the mechanic keep your car on the road. And regularly reviewing your finances—and finding ways to improve them—can help you live better today and achieve your dreams tomorrow. Read More