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How to create a money plan for the new year

How do you get from point A (where you are now), to point B (where you’d like to be next year) with your money? It’s simple: create a money plan. Find out the three easy steps to create a money plan and how valuable of a tool it is to help you stick
Topics:
Budgeting & Saving
Starting Out Financially

How to create a budget with the 50-30-20 rule

We’ve all had to be flexible — and so have our budgets. After more than a year of trying to find our financial footing on shifting sands. Now that the kids are headed back to school and movement is happening, this is the ideal time to revisit your
Topics:
Budgeting & Saving
Starting Out Financially

What is financial planning?

It sounds a bit dry. Daunting, even. Like something that involves a lot of number crunching and specialized knowledge. But financial planning isn’t what you think it is. When you boil it down, it’s really about nurturing your financial wellness and
Topics:
Budgeting & Saving
Retirement Planning

10 steps to refinancing with a 15-year mortgage at OCCU

Want to pay off your home faster? Refinancing with a 15-year mortgage can help you pay off your home sooner while saving thousands of dollars in interest over the life of your loan.
Topics:
Budgeting & Saving
Owning a Home

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