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5 Financial Tasks to Complete in September

1. Review Your Insurance
September is Insurance Awareness Month and this is a great reminder to review your policy or get a quote to try to save some money. Members of the Credit Union receive a discount through TruStage. See if you could be saving money and contact our rep today! (Make sure to tell them you’re with the credit union to receive your discount.)
2. Research Your Next Vehicle
The time to buy is perfect in the fall as all the dealerships are trying to get rid of inventory for the newer models. If you’re ready to upgrade, join us for our free seminar (October 20) on how to negotiate at the dealership to get the best deal. If you’re ready to make the sale, make sure to get pre-approved.
3. Start Saving for Next Year’s Summer Vacation
You may be saying, “what?” And we’re saying, “you heard us!” You love those beach or theme-park vacations. If you start saving now, then you have several months to prepare for a first-rate getaway next summer. Open a Vacation Savings Account and set it up to automatic deposit the amount you’ll need by the time summer comes around again.
4. Go Shopping for Summer Apparel!
We know going shopping may not be the best way to save money, but to make room for fall fashions, retailers are moving summer apparel and swimsuits to the clearance racks and dropping the prices drastically. If you shop now for next summer, you’ll have a great wardrobe for a third of the price! Have your clothing budget ready so you can grab those discounts.
5. Check out the Fall Festivals
September usually brings communities together in the form of live entertainment, delicious local food vendors and parades celebrating your town. It’s a great opportunity to meet up with neighbors and take the family outside before the weather turns cold. Check out the 38th annual Heritage Festival and Craft Show!