Saving & Investing
To effectively manage your finances, be sure that you are saving and investing. You should have short-term and long-term savings goals. When it comes to investing, you have many options, including CDs, mutual funds, and bonds. For information about some your options, click on the links below.
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Understanding your net worth (Article) Tell Me More |
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Why should I save? Tell Me More |
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Importance of saving (Podcast) Tell Me More |
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Where do I want to be in five years? (Course on Demand) Tell Me More |
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I have money I can invest for a long period of time. What are my options? |
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Retirement and savings (Course on Demand) Tell Me More |
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I need information about retirement savings accounts. Tell Me More |
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I want to save for retirement, but I'm afraid it's too late. Tell Me More |
Now that you've done your research, it's time for the next steps. Follow these steps as you begin saving.
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Find out how much you need to save each month to reach your savings goals. |
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Retirement Income Worksheet |
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Reverse Mortgage Questionnaire |
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Goal Tracking Worksheet |
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More resources Tell Me More |
Open a savings account
- To open a savings account, contact your credit union
Don't have a Credit Union? Click here….
