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If you want to know how you are doing financially from a big picture perspective there are only four numbers that you need to know to gauge your financial situation.  These four numbers provide a snapshot of where you are today and also provide insights on how well you are doing over time.
 

Categories: Planning, Taxes

As a FORUM Credit Union member you can get up to $15 off TurboTax® federal products. 

Whether you’re buying, building, or renovating, you’ll find helpful resources when you join FORUM Credit Union at the Homebuyer Showcase! Attendees can learn the process of buying a home while developing skills from the resource teams available through a wide array of table talks.
 

It has been reported in the last few weeks that the Federal Reserve is planning to increase their rates two or three times in 2017. The impact for you might not be exactly what you think it will be regardless of whether you have a variable rate loan or not.
 

If you want 2017 to better financially than 2016 you really need to have a plan. It doesn’t have to be complicated, sometimes a simple plan works the best. A plan based on foundational aspects of money management can actually be easy to follow and requires only 6 steps.
 

One of the traditional activities for this time of year to make resolutions for the New Year. Making smart financial resolutions should be part of your New Year’s resolutions. Avoiding the common mistakes in making resolutions can help you be more successful in achieving your goals for 2017.
 

Categories: Business, Finances, Taxes

The Department of Treasury and the IRS issued final and temporary regulations under Section 385,

At FORUM, we know the future is dependent on the youth of today. We believe it is extremely important to serve our younger credit union members to help them grow in all areas including education, community leadership, and business etiquette. That’s why we offer FORUM Foundation Scholarships and the Young Leaders Council.
 

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