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Financial Planning Resources

Helpful Tips

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FORUM offers tips and information to help you meet your financial goals.

   

For more tips, check out our blog, sign up for our e-newsletters and follow us on social media.
 

Safety Tips

It is important to always be aware of your account activities. See tips on how you can keep your information safe every day.

There are moments in life where professional financial guidance can help with your peace of mind.

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SaveItUp

FORUM Credit Union has a variety of tools and resources to encourage better saving and spending habits.  Each month in our newsletter we highlight financial topics to promote financial wellness. Visit SaveItUp today!

Financial Guidance

FORUM can help guide you on your financial journey with accounts and resources that will support you in any situation. Get guidance now!

Review The Numbers

Whether you're looking to make a large purchase or want to know how much to save, it's important to know your specific financial needs. Head over to our calculators to help make your decision easier.
 

Homebuyer Tips

Use our Home Buying Guides, such as the First-Time Homebuyer Guide or Construction Loan Guide, to learn more about the homebuying and building process. We also have a Home Renovation Guide for those who already have purchased a home and would like to take on a home renovation project.

Building A Better Financial Future

The actions and decisions you make everyday with your money have a big impact on your long-term financial situation. FORUM has guides to help you build a better financial future, based on your current life phase. These guides feature coaching points, strategies, and give you top money moves to make at specific points in your life. 

 

Helpful blog posts:

Ask for help early and understand your options
Surprising ways To Spend Less
Dividing your spending with the 50-30-20 method
How to make a budget
Money moves to make during these financial times
Work on creating a SIMPLE strategy for financial issues
Tips for Your Next or First Renovation Project 

Financial Readiness

Being financially prepared in times of uncertainty and unexpected expenses can greatly reduce stress and improve your well-being. It's never too late to improve your financial situation. Even during times of reduced spending, there are easy ways to trim your expenses and make good financial decisions. 

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