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Two women going through personal finances at home sitting on the floor in the lounge looking down at a receipt. They are smiling at each other positively. Shot through a doorway

Financial Preparation for the New Year

By Michele Milz | January 5, 2023

Financial Preparation for the New Year As a you welcome the new year, and plan and prepare for your new year’s resolutions, take a moment to evaluate your finances and put a plan in motion to make some adjustments or improvements to your financial goals. To plan for financial improvement this coming year, here are…

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Tips for Maintaining Financial Wellness in the New Year

By Michele Milz | January 6, 2022

Tips for Maintaining Financial Wellness in the New Year January is National Financial Wellness month, and an opportunity for a fresh start. Start off your new year on the right foot, and set your self up for a year of financial wellness by following some of these tips: Online Security. Take an overall review of…

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2100 Las Positas Court
Livermore, CA 94551
(925) 447-5001
Routing # 321173072

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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the U.S. Government. National Credit Union Administration, a U.S. Government Agency. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act. NMLS ID 729232.
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