Financial Checkup

Practical tips to help you save, grow and make dreams happen, and member stories to back up that promise

I’m Dreaming about:
Search the Blog:

Financial Wellness Month: Build Better Money Habits

Every January, folks all across the world begin making and committing to their New Year’s Resolutions, with improved financial wellness being the #2 most popular New Year’s Resolution according to Forbes. If Financial Wellness is your priority this year, let us help: in this blog, we’ll cover the basics of what Financial Wellness Month actually is, how to make the 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

Breaking bad … financial mindsets, that is

Get yourself in a better financial mindset and start saving today with these quick tips. Read More

Mind Over Money: 6 Tips to Reduce Financial Stress

You should be thinking about your money, not stressing about it. A more mindful approach can bring a boost to your financial well-being. Read More

How to Handle Credit Card Fraud

While it’s no fun being a victim of fraud, if you act quickly and follow these tips at the first sign of fraud, you’ll be back to enjoying your holiday fun in no time! Read More

Choosing Life Insurance to Cover What Matters

The right policy can provide financial protection for your loved ones, and greater peace of mind for you. Here’s what you need to know. Read More