Nearing and Transitioning to Retirement Did you know that in recent surveys, Americans are not saving enough for retirement? In the years leading up to retirement, you'll want to figure out when you can retire, determine how long your nest egg will last and the kind of lifestyle you might expect. We're here to get to know you and work to understand your goals so we can discover, plan, implement and monitor a financial plan and investment strategy that addresses what matters most to you. Our disciplined process utilizes a five step plan to develop a complete financial framework for your future. Once you retire, you'll need to effectively manage your withdrawals and expenses from your retirement savings. Financial Advisors can work with you to develop a detailed withdrawal plan and help to prepare for unexpected life events.
Financial Health Hub
Is your personalized platform that2 delivers tailored insights, easy-to-understand Better Budgeting visuals and useful reminders to help you achieve your financial goals.*
BECU helped me get back on my feet. I just always assumed that the default was that banks always take advantage of you. Being in a credit union has proved to me, there is an alternative.
— Rolandro A.
BECU helped me get back on my feet. I just always assumed that the default was that banks always take advantage of you. Being in a credit union has proved to me, there is an alternative.
— Rolandro A.
What Financial Health Hub offers:
- Goals tailored to your priorities. Create and track personalized goals with recommended actions based on your progress, helping you build savings and manage spending more effectively.
- Personalized insights that drive action. Receive timely alerts about low balances, income pattern shifts and monthly spending comparisons to help you stay on track and make smarter financial decisions.
- Comprehensive spending visibility. Dig into where your money goes by reviewing top merchants and categories, searching transactions by keyword and identifying opportunities to adjust spending.
- Powerful planning tools. View 12 months of spending and income in one calendar, track recurring bills and forecasted transactions and get weekly summaries that help you plan ahead with confidence.
- Progress tracking across all your accounts. Monitor balance history over time with interactive graphs and access insights for all your BECU credit card, checking and savings accounts in one unified view.
Business Term & Equipment Loan
You'll work with a knowledgeable local agent through Prime Alliance Real Estate Services to guide you through the market and negotiation process.
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Title of Promo
What Financial Health Hub offers: • Goals tailored to your priorities. Create and track personalized goals with recommended actions based on your progress, helping you build savings and manage spending more effectively. • Personalized insights that drive action. Receive timely alerts about low balances, income pattern shifts and monthly spending comparisons to help you stay on track and make smarter financial decisions. • Comprehensive spending visibility. Dig into where your money goes by reviewing top merchants and categories, searching transactions by keyword and identifying opportunities to adjust spending. • Powerful planning tools. View 12 months of spending and income in one calendar, track recurring bills and forecasted transactions and get weekly summaries that help you plan ahead with confidence. • Progress tracking across all your accounts. Monitor balance history over time with interactive graphs and access insights for all your BECU credit card, checking and savings accounts in one unified view.
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Financial Health Hub brings your financial information together in one view, empowering you to make informed spending decisions so you can strengthen your savings. We've designed this beta application to help you take control of your financial future and achieve your goals with confidence.
Financial Health Hub brings your financial information together in one view, empowering you to make informed spending decisions so you can strengthen your savings. We've designed this beta application to help you take control of your financial future and achieve your goals with confidence.
Financial Health Hub brings your financial information together in one view, empowering you to make informed spending decisions so you can strengthen your savings. We've designed this beta application to help you take control of your financial future and achieve your goals with confidence.
SPECIAL OFFER
Members Save at the Evergreen Fall RV Show
Get $3 off admission and save 0.25% APR on RV loans.
Members can save $3 on admission, plus, get a 0.25% APR loan rate discount when financing an RV during the three-day Evergreen Fall RV Show.
Training Amelia for Celeste
SPECIAL OFFER
Zogo: A Fun Way to Build Money
Play games, sharpen your money skills and earn triple points rewards in April with fun quizzes, daily trivia and more.
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1APY = Annual Percentage Yield; rates subject to change, fees may reduce earnings. $500 minimum to open most CDs. The APY is based on an assumption that interest will remain in the account until maturity. Early withdrawal penalties may apply.
To open this account, you must establish and maintain membership by opening a Member Advantage Savings Account or Member Share Savings Account. Not everyone will qualify.
2Information contained on this website is for educational purposes and does not constitute legal or tax advice. Individuals should consult with their financial adviser and/or attorney for advice.