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April Financial Checklist

Organize Your Financials
Tax season is almost over, PHEW! Now is the time to really take a look at the space where all your files reside. Combat identity theft by shredding the documents you no longer need rather than just throwing them away. Our Shred Days are the perfect escape for getting rid of sensitive paperwork. For a complete list of items to keep or shred, click here.
Go Green!
Celebrate Earth day by demonstrating a greener lifestyle. Planting a garden can be therapeutic as well as yield a bountiful produce profit. Stop getting paper statements in the mail and sign up for eStatements. You could WIN a brand new Surface Pro 3 if you sign up by April 22!* >>Read 8 ways to save & lighten your carbon footprint
Open a Kids Account
April is National Credit Union Youth Month where we’ll be providing money-managing education to kids 12 and younger with giveaways and contests to boot! It is never too early for kids to learn financial independence, especially when there are fun prizes involved. See a Member Services Consultant about opening a Kids Account and have them start saving today!
Research Lower Rates
According to, 35% of homeowners have no idea what their mortgage rate is. Rates are super low right now, so why not look into what you could be saving each month. Sign up for Rate Watch to have updates sent to your inbox and refinance your home today.
>> If you have questions about home buying or refinancing, join us for our free seminar!
Spring Clean Your Home
Set a deadline to make your home clean, organized and refreshed for spring. As you go through your closets, garages, and pantries, set aside items for the local Goodwill or food pantry. Start using non-toxic cleaning supplies or make your own. Not only are homemade cleaning products environmentally friendly, they are nicer to your wallet. Check out our Pinterest for all sort of home cleaning ideas.