Daily Dupaco

Thursday, April 30, 2015

Get ahead in the financial game this year

Now that the rush of tax season is behind us, why not do something that will bring you some peace of mind for the rest of the year?

“At the beginning of the year, people are panicking because they’re trying to get their taxes done,” said Lisa Kruser, member service representative at Dupaco Community Credit Union’s Hillcrest branch in Dubuque. “Once the taxes are done, it’s a good time to sit down and figure out whether you have everything else taken care of.”

Here are three financial moves that will leave you money ahead for the rest of 2015:

  1. Use Dupaco’s You Name It Savings accounts to budget for those regular bills. Open multiple You Name It Savings accounts to systematically save for regular expenses, such as insurance and utilities. “That way you can make sure you have enough in those accounts each month to pay those bills,” Kruser said. 
  2. Save for the holidays through Dupaco’s Holiday Club. The giving season has a way of creeping up on even the most organized of shoppers. If you haven’t done so already, open a Holiday Club account to get a leg up on the next holiday season. Your balance will automatically be deposited into your checking or savings account on Oct. 31.
  3. Create or review your will. Dupaco partners with First Community Trust to bring members a full line of trust, investment, estate-planning, retirement and wealth-management services. “The more I talk to members, the more I realize they don’t realize this service is available to them,” Kruser said. “Members should ask themselves whether their finances are in order in the event something happens to them. If not, why not meet with First Community Trust to give yourself that peace of mind?”
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