Resources | Addition Financial Credit Union

Jul 11, 2020 | Money Management The Sum Up

The Sum Up: How Credit Unions are Responding to COVID-19

A recent article highlighted the important role that credit unions have played as our society adapts to social distancing and stay-at-home orders. We’re proud to be part of the solution.

Apr 1, 2020 | Money Management Making it Count Retirement

Episode 1: Retirement Strategies for People Under 40

On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people under the age of 40.

Mar 6, 2020 | Money Management High School

7 Personal Finance Basics All High Schoolers Should Learn

High schoolers study a variety of subjects, including everything from computer science to ancient history. But there’s one thing they should learn that they usually don’t: personal finance basics.

Feb 4, 2020 | Money Management Saving Tips Budgeting

Debunking Budgeting Myths with Expert Money Saving Advice

Here are some of the most common budgeting myths and expert money saving advice to make the most of your money.

Jan 27, 2020 | Money Management

How to Set (and Stick to) Long-Term Financial Goals

Regardless of your age and financial circumstances, you probably have long-term financial goals. Perhaps you want to retire early, fully fund your kids’ college educations or own your dream home. ...

Jan 22, 2020 | Money Management The Sum Up Investing

The Sum Up: Almost Everything Wall Street Expects in 2020

With many of our Addition Financial members coming to us for investment and retirement advice, we thought we’d take a look at the coming year and make some recommendations based on the financial ...

Jan 14, 2020 | Money Management

7 Short-Term Financial Goals with Examples to Try in 2024

The seven goals we’ve listed here – along with suggestions on how to achieve them – can be your jumping-off point for a financially healthy new year!

Jan 9, 2020 | Money Management

Are You Planning Financial Resolutions & Smart Financial Goals?

There’s something about the end of one year and the start of a new one that makes us wish for a clean slate. It’s an opportunity to do things differently – specifically, to do them better. That’s why ...

Dec 30, 2019 | Money Management Holidays

How to Define Your Financial New Year's Resolutions for 2023

New Year’s resolutions don’t need to be complicated. In fact, they can be very simple. Here are some pointers to help you make the right ones this year.

Dec 18, 2019 | Money Management

Try Our Year-End Financial Planning Checklist

If year end financial planning is on your mind, you’re not alone. At Addition Financial, this time of year is when our valued members come to us with questions about what should be on their year end ...

Dec 13, 2019 | Money Management Holidays Budgeting

How to Handle Christmas Gift Shopping on a Budget

Whatever the reason, it’s important to find a balance between buying gifts for everyone on your list and putting yourself in debt. At Addition Financial, we understand – and we’re here to help. ...

Dec 7, 2019 | Money Management Holidays

9 Cheap Christmas Gifts for Coworkers (Under $10)

At Addition Financial, our members sometimes ask us for suggestions of cheap Christmas gifts for coworkers. We understand that the key is to choose something thoughtful that’s affordable but not ...

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