29 May 2007
Annual Financial Check-Ups??
We all have (or should have) annual health screenings. Why, I wonder, do we not put a similar level of importance on our financial health? Members Credit Union's (Winston-Salem, NC) newest newsletter explores the money-saving process of sitting down with a financial services representative to review your financial health. Those of you lucky enough to be a member of a credit union have a wonderful tool at your disposal - financial expertise that doesn't want to "sell" you something you don't need. Refreshing, isn't it?
Give this a shot. Next time you have 10-15 spare minutes at your credit union, ask to see a member service representative to go over your current financial situation. It is very possible that your financial institution has a great way to save you money of which you were not aware. The worst that can happen is the representative tells you that you are doing everything correctly and do not need to take on any new products or services. The best thing that could happen is you find a better way to invest your money or a cheaper way to borrow, saving you hundreds (even thousands) of dollars each year.
Have you had your annual financial check up?