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Categories: Money Matters, Planning, Taxes

Unless you have filed an extension, everyone’s personal tax returns were due April 15th.  So this makes now a great time to assess your tax situation so you can make adjustments to improve your tax situation for 2015.  We really should never just have tax planning on auto pilot.  Financial circumstances are always changing and most often, these changes have an impact in our tax situation.

Studies have shown that talking financial matters with your children can help them avoid financial pitfalls in their future.  It really is almost never too early to start talking to your kids about the money.  And your modeling of responsible financial decision making is a great teaching tool.

Categories: Security

The National Credit Union Administration (NCUA) has received reports of a phishing scam that uses a website with a logo and a design similar to the agency’s site in an attempt to convince members to provide social security numbers, account numbers, login information or send money. 

Your money and personal information are two areas where being fooled is not funny.  Being a victim of fraud or a scam is never pleasant and many unsuspecting people who should know better get caught because they let their guard down and don’t use reason.  Scam artist are very talented and work very hard to make all of their scams believable. Arming yourself with a little knowledge and always doing your research are two great ways to avoid being a fraud victim.
 

Family is one of the strongest bonds - most of us will do anything for our family, especially parents or kids.  And it is this strong sense of responsibility that can create havoc to even the best laid retirement plans.  There are a few moves you can make to help avoid financial disruption caused by your family especially if your become aware of some of the possible negative outcomes that could be looming in your future.

Categories: Planning

Caring for an aging parent is a complicated and delicate business. But the fact is, many of us will one day find ourselves in this position. According to MetLife’s estimation, in 2011 almost 10 million adult children over age 50 cared for an aging parent. * Below you’ll find a few important discussion points to keep in mind when you have this essential conversation with your parents.

Categories: Insurance

When you shop for auto insurance, it’s a good idea to gain a general understanding of insurance rates and the coverage that works for you.

People have a tendency to make financial matters more complicated than they really need to be. Complicated planning worksheets, detailed budgets and net worth calculations and other financial tools can all become overwhelming.  Sometimes, the best way to achieve big goals is to make your plans as simple as possible. Why is keeping is simple so important?  It is because you are more likely to follow through if the process is simple and easily repeatable week after week.

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FORUM Credit Union in Indianapolis, Indiana is federally insured by the NCUAFORUM Credit Union in Indianapolis, Indiana is an Equal Housing Opportunity lender
Federally Insured by NCUA