Learn

What can I do with my tax refund? A guide for your current, short term, midterm and long term money goals

When it comes to your tax refund, there’s no one-size-fits-all approach. We’ve got the tips and tools to help you maximize the impact of your tax refund while using it to promote your overall financial wellness.

Topics:: Budgeting & Saving; Starting Out Financially

Is your estate in order? Five things you should know

If something were to happen to you, how would your family take care of your pet—or your children? Pay your mortgage? Cover your funeral expenses?

Topics:: Insurance & Protection

Are credit union mortgages better than a bank loan?

At OCCU our mortgage loan officers will work closely with you to find the right home loan with the most competitive rates and closing cost options.

Topics:: Owning a Home; Credit Unions vs. Banks

IRA vs. 401(k) – What’s the difference?

The world is changing and so are retirement plans. How do you figure out which option is right for you? Here’s what you need to know about 401(k)s and individual retirement accounts (IRAs) to find out what’s the best selection for you and your money

Topics:: Retirement Planning