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.
|Understanding your net worth (Article) Tell Me More|
|Why should I save? Tell Me More|
|Importance of saving (Podcast) Tell Me More|
|Where do I want to be in five years? (Course on Demand) Tell Me More|
|I have money I can invest for a long period of time. What are my options?
|Retirement and savings (Course on Demand) Tell Me More|
|I need information about retirement savings accounts. Tell Me More|
|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.
Find out how much you need to save each month to reach your savings goals.
|Retirement Income Worksheet|
|Reverse Mortgage Questionnaire|
|Goal Tracking Worksheet|
|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….