Credit Card Overlay – Carmel Mountain

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It was great news for Karen and Steven when they were given full guardianship/stewardship of their four and six-year-old grandchildren, but becoming parents a second time around wasn’t in their original financial plan. As members of BluPeak Credit Union for 34 years, they knew that Michele in our Member Service Center would know how to help them explore their options. Read More

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told her the check had been processed by their financial institution, but she saw the funds hadn’t actually been withdrawn from her account, she turned to Deanna who works in our La Mesa branch for help and advice.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

How to Protect Yourself From the Latest Financial Scams

To protect yourself from financial scams, slow down and verify before you act. Scammers create urgency to push you into sending money or sharing account details. The biggest threats in 2026 are imposter scams (someone pretending to be your bank, the government, or a company), social media scams, and peer-to-peer (P2P) payment fraud. Never share one-time passcodes, never move money Read More

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