Posts in Life Events
New Year, New Peace of Mind: Why Now Is the Time to Write a Will or Form a Trust
New Year, New Peace of Mind: Why Now Is the Time to Write a Will or Form a Trust

Starting the year with a plan matters. Creating a will or trust is one of the simplest ways to protect your loved ones, reduce stress, and ensure your wishes are honored. Learn how easy and affordable estate planning can be with 1st University Credit Union.

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Financial Wellness, Life Events, Member Resources, Estate Planning, Planning for LifeShelley Carlson1st University Credit UnionEstate Planning, Wills and Trusts, Create a Will, Trust Planning, Financial Planning, New Year Financial Checklist, Family Financial Protection, Probate Planning, Credit Union Financial Services
Your End-of-Year Financial To-Do List (Don’t Worry, It’s Painless)
Your End-of-Year Financial To-Do List (Don’t Worry, It’s Painless)

Before the New Year officially kicks in, take 10 minutes to knock out a few simple financial to-dos that can make a big difference next year. No stress, no spreadsheets… just easy wins that add up fast.

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Financial Education, Money Management, Life EventsShelley Carlson1st University Credit Unionfinancial wellness, Budget Tips, saving money, credit score, New Year Finances, Smart Money, 1st University Credit Union, Year End, Finances