Resources | Addition Financial Credit Union

How Addition Financial Helps You Achieve Goals for the New Year

Written by Addition Financial | January 14, 2025

Table of Contents

1. Our Dedication to Member Success
2. Products and Services Tailored to Your Needs
3. Financial Education and Resources for Effective Planning
4. Tools for Monitoring and Improving Financial Well-Being

If your New Year's Eve consisted of crafting your resolutions for 2025, now is the perfect time of year to begin taking action toward the changes you want to see. Clear goal setting is step one - but it's important to find the tools and strategies to help you stay on track. At Addition Financial, we want to help you achieve your money goals with more ease. In this post, we'll be sharing how our services help you do just that.

Our Dedication to Member Success

The desire for better banking is the driving force behind all of our credit union offerings. No matter what specific goal you're working toward – from better budgeting to retirement plans – our team is committed to helping you get there. We're constantly seeking new and improved ways to serve our members, so we can help you accomplish more. This is why Addition Financial is a great choice for completing your list of resolutions.

Products and Services Tailored to Your Needs

Organizing your finances can feel like a lot. However, choosing accounts and products wisely can simplify the process. Whether you are a high school student opening your first savings account or a retiree seeking investment options, we have the tools you need to reach your goals for the new year and beyond.

Diverse Checking and Savings Accounts

Everyone's financial goals vary, and our range of personal accounts reflects that. We offer different checking options because no single account fits everyone. Our various account choices cater to your fee preferences and earning goals. If you're looking to revamp your finances, we have options to help you get started with fewer requirements. Lastly, our student account is ideal for busy students who need straightforward money management and no balance requirements.

It's not uncommon to set savings goals for the new year, and our accounts can help you get there faster. Choose from flexible options with great dividends or higher rates, depending on your deposit and access needs. Looking for a purpose-specific account for that dream vacation you're working toward? We have those, too. Plus, give your child a head start with our youth account.

Borrowing Options to Support Your Resolutions

From flexible personal loans to rewarding credit cards, we're here to help you finance your dreams in the year ahead. If you're looking to consolidate debt, fund a special project, or manage unexpected expenses, our borrowing options are designed to meet your needs. We provide options to aid you in building credit or finally purchasing that vehicle you've had your eye on.

As a credit union, we're able to offer competitive rates and lower fees, so you can accomplish more, sooner. Plus, we give you more flexibility with features like Skip-A-Pay on eligible loan payments, allowing you to manage your finances with ease and confidence.

Mortgage Solutions for Homeownership Goals

This might be the year you're ready to buy a house – or maybe you're ready to complete that next big renovation project. Either way, we're excited to share a wide range of mortgage products that make these goals possible. We can support you as a first-time buyer, help you refinance your existing mortgage, tap into your home equity, and much more. Our team is dedicated to helping you find the right mortgage solution, so you can take pride in the place you call home and build a future filled with possibilities.

Retirement Planning and Investment Services

If your goals involve saving for the future, you have a good reason to start exploring investing and retirement accounts. Retirement planning involves setting specific financial objectives, creating an action plan, and monitoring your progress toward achieving your end goal. No matter what you want your golden years to look like, we have retirement accounts to help you start making it a reality.

As you're planning for the years ahead, our team of qualified professionals can provide personalized guidance. Our MEMBERS Financial Services are designed to help you plan and achieve your long-term money goals. Our comprehensive approach ensures that you have the right tools and resources at your disposal, whether you're just starting out or looking to optimize your existing portfolio.

Financial Education and Resources for Effective Planning

Keeping our members educated on money matters will always be a top priority for our credit union. When you improve your financial literacy, you can make better choices and understand how to reach your goals effectively. To help boost your knowledge this year, explore our educational resources including financial webinars, guides, and calculators that help you craft your plan and bring it to life.

Tools for Monitoring and Improving Financial Well-Being

While building new habits for your finances, it's important to keep track of your progress along the way. With our Digital Banking, you have access to online and mobile app tools to help you manage your money. Not only is this a great way to access your accounts at any time, but you can analyze your spending, set new goals, and put a new budget in place in just a few minutes. This is the perfect way to increase mindfulness around your money management.

Kickstart 2025 with Addition Financial

As you kick off January working toward your New Year's resolutions, we're excited to be in your corner. We want to help you and your family members establish money habits that help you come one step closer to your financial goals every day. Partnering with Addition Financial means entrusting your financial success to an institution that's equally as committed to your aspirations. Take charge of your financial future today and become a member