Financial Tools
Learn how to add these financial tools and resources for your members!
Our Financial Articles are easy-to-understand information documents about related financial concepts and strategies that covers topics such as Estates & Trusts, Retirement, Tax Planning, Investing, Cash Management, and Risk Management. Use the articles to start learning how to manage your finances today! You can print these articles and create your own financial reference guide.
Our Financial Calculators are designed as educational tools to help you estimate answers to common financial questions. You can use these calculators to help you with Loans & Credit Cards, Estate Planning, Retirement & Inflation, Taxes & IRA’s, Saving & Investing, Cash Management, and Risk Management.
Our Financial Newsletters are designed to provide timely and helpful information on a wide variety of financial topics. You can use these newsletters to help you learn more about topics such as Insurance, IRA’s, Risk, Jobs, Buying & Selling, Mutual Funds, Credit, Long-Term Care, and many more topics. There are Six New newsletters every month. You can print these newsletters and create your own financial reference guide.
The articles and newsletters that are displayed have no advertisements so it’s a perfect resource for your members and is credit union friendly information. The cost for this service is $199 setup and $15 per month ($180 annually). That’s less than 50 cents per Monthly Newsletter for you and your members to have access to:
- 6 New Financial Newsletters Monthly covering a variety of financial topics
- Dozens of Financial Articles covering topics such as:
Estates & Trusts, Retirement, Tax Planning, Investing, Cash Management, & Risk Management - Several Financial Calculators for categories such as:
Loans & Credit Cards, Saving & Investing, Estate Planning, Retirement & Inflation, Taxes & IRAs, Cash Management, & Risk Management - ***NEW*** We’ve now added Educational Videos to our service for topics such as: Saving for College, FAFSA, Crypto Currencies, The Cost of Waiting to Invest, Retirement, Social Security, Stock & Bonds, Investing, & Many More!
Please take a look at the demo site by clicking on the buttons above. If you are interested in including this service with your website give us a call or complete our feedback form and we will have your site set up TODAY! We will setup a page that will open the link to the calculators and news articles with your credit unions logo and header information on that page along with the calculators, newsletters and articles.