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February seems to the time that homeowners start thinking about one of the biggest decision they will ever face.  Should you remodel or move? There are a few important financial questions that should be answered before deciding which option is best for your situation.
 

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.
 

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.
 

If you have a desire to make 2017 better financially than 2016, a great place to start is to review what is working and not working in 2016.  This will help you be more successful in 2017, especially if you had a few hiccups financially that proved challenging to overcome.
 

While you may not be ready to begin saving money during the holidays, the New Year is a great time to start once the hustle and bustle is over! To have the greatest success, it’s important to set practical goals you can achieve. FORUM can help you do this with our 52 Week Money Challenge. With this plan, you can save money incrementally throughout the year.

Financial success is best achieved with a team of experts and confidants who can help you navigate difficult decisions by providing valuable input and advice. The question is, who should be on this team? And are there temporary members of your team to consider?
 

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