- Get organized.
Start taking control of your money by doing some financial housecleaning. Get
started today with the help of our article, Managing your money: Smart moves to make now.
- Calculate your net worth.
Make a list of everything you own and everything you owe. Then size up your situation with our
Net Worth Calculator.
- Get a true picture of your spending.
See where your money is really going by entering your income and expenses information
in our Current Income & Expenses Calculator.
- Build an emergency fund.
Use our Emergency Fund Calculator to see how much you need to set aside.
- Make a saving and spending plan.
Create your target plan using our Savings & Spending Plan Calculators.
Links:
Internal Revenue Service - Federal
tax forms, schedules, instruction books, bulletins, and deduction eligibility
questionnaires.
Consumer Information Center - Consumer Information Catalog.
Federal Trade Commission
- Consumer's Resource Handbook.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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