Most of us make time to complete a physical checkup, but when was the last time you had a financial checkup to:
– review your credit report?
– receive a credit report for your children or elderly parents? Many types of fraud happen within these age groups because fraudsters know credit reports are not checked regularly.
– review your savings plan? Financial experts recommend that you keep six months of your net pay in an accessible account. How much do you have set aside and how can you meet that goal? Pay yourself first by setting up automated deposits from your paycheck. You may be amazed at how quickly it can add up!
– look at transferring credit card balances to a lower rate card or look for ways to improve your credit score so you can get a lower rate?
– refinance your auto loan or mortgage loan to get a lower rate? You may be able to save a significant amount of money every month.
Westerra Credit Union is dedicated to helping individuals take the next step in their financial fitness journey.
What would you do with an extra $100, $300 or $500 a month? Take a vacation, build up your emergency savings account, or pay off debt or play a few more rounds of golf? Schedule a free financial checkup to see where westerra can help save you money and get your finances in shape. When you complete your 30 minute financial checkup, Westerra will not only provide financial suggestions on ways to save money, but also give you a free Fitbit Flex to help you get physically fit, too!*
And don’t forget that Westerra donates $52.80 to Colorado Golf Association for every new account opened.
Best wishes to you and your family for a financially and physically healthy 2016!
Limited time offer. One Fibit Flex per completed financial review. Must be 21 or older to participate. Fitbit Flex is valued at $99.95. Value will be reported to the IRS as required by law. Fitbit is not a participant in or sponsor of this promotion. Westerra is federally insured by NCUA.
