Discover Retirement & Savings
No matter where you are on your financial journey, Mainstreet Credit Union is here to help!
Visit a Mainstreet Credit Union branch to have a one-on-one meeting with a Member Advocate. They will help create a solution to get you on the right path for success.
How to create a solid plan for financial success
It's important to continue the path that got you where you are today. Budgeting becomes the focus of finances once again during retirement. The object now is to control expenses to stay within your available income. Adequate health insurance is critical since health costs can throw your budget off. Managing the investments to generate income and protect the corpus from inflation becomes the primary investment activity at this stage.
You learned how to budget, save, and manage debt. Now is the time to enjoy all you have accomplished financially.
Monitor Your Finances
Now more than ever it's important to monitor your finances from your monthly budget to your portfolio. By monitoring your finances, you can stay on top of any adjustments that need to be made along the way.
Be Mindful of Scams
Did you know identity theft is the fastest growing non-violent crime in North America and retirees are the number one target for scammers? Remember Mainstreet Credit Union will never call you and initiate the call by requesting personal information, nor will we request it from you in an email or text. If it sounds too good to be true, it probably is. Contact Mainstreet if you think you may have been a victim or potential victim of a scam. We are here to help in any way we can.
Watch Your Debt
Understand your options to help your debt remain manageable.
Review Your Insurance Coverages
Everyone’s needs are different, so make sure your coverage fits your needs and your lifestyle. Do you need more coverage? Less coverage? Should you consider self-insuring? Visit your insurance agent to understand your options and make sure you have the right plan for you.
Enjoy your financial journey with Mainstreet Credit Union.
So very happy with my overall experience with Main Street Credit Union.
Ari L
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