Tag Archives: financial institution

Don’t Fall Victim to Financial Abuse

Posted on November 8, 2014 by thefamilysecurityplan

In 2011 alone it is estimated that 2.9 billion dollars were lost by the senior market due to financial abuse, or fraud. What is even more alarming is that this number is on a steady incline over previous years. Why … Continue reading →

Posted in Family, Finance, Life Events, Retirement | Tagged advertising, anti-virus, awareness, bank account, computer, crime, discretionary, dollars, download, fake, feeling, fees, finance, finances, financial abuse, financial information, financial institution, financial security, fruad, funds, grandchild, grandparent, grandparents scheme, health, health insurance, illegal, insurance, internet, internet fraud, internet prescription drug, IRS, lottery, loved ones, medicare, need, online, online vendor, order, parent, personal, personal information, phishing, phone, phone call, pop-up window, prescription, privacy, prosecute, protect, purchase, research, risk, scam, scammers, security, senior market, seniors, Target, taxes, telephone, transfer, verify, victim, virus, website, win | Leave a comment

Lessons in Saving: What I’ve Learned Throughout My 20s

Posted on August 9, 2014 by thefamilysecurityplan

It seems like just yesterday I was surrounded by family and friends belting out the traditional “Happy Birthday” song to commemorate my 21st birthday. Time does fly! Now, a year and a half away from my next milestone, I find … Continue reading →

Posted in Credit Union Industry, Finance, Life Events | Tagged 401K, account, automatic deduction, birthday, buying, cable bill, car payment, childcare, company, company sponsored, compound interest, consistency, contribution, credit car, credit union, deduction, deposit, direct deposit, discipline, down payment, education, emergency, enjoy, family, financial institution, financial literacy, friends, fun, funds, goals, graduate school, Happy Birthday, home, important, income, independence, insurance, interest, interest rate, investment, job, lesson, lifestyle, limitations, management, match, milestone, money, money market account, mortgage, pay, pay yourself first, paycheck, payday, personal finance, pets, rate of return, resource, responsibility, retirement, retirement plan, reward, risk, salary, saving, savings, savings account, savings plan, social security, strategy, stress, student loan, success, taxes, tips, uplifting, utilities, vacation, wedding | 1 Comment

The Importance of Accurate Contact Information: When Was the Last Time You Updated?

Posted on July 26, 2014 by thefamilysecurityplan

We are in a new era of communication! Whether running into the local market, shopping online, or depositing your paycheck at your bank or credit union, we interact with businesses on a daily basis. There is a difference between what … Continue reading →

Posted in Accident Insurance, Credit Union Industry, Critical Illness Insurance, Disability Income Insurance, Finance, Life Events, Life Insurance, The Family Security Plan | Tagged accident, address, anniversary, annual review, auto, bank, billing, business, communication, companies, consumer relationships, contact, contact information, credit card, credit union, critical illness, customized program, decisions, deposit, disability, education, email, essential profiles, family, family doctors, financial education, financial institution, fraud, future, health, home address, homeowners, inbox, initiative, insurance, insurance company, internet, know, lapse, life, market, message, online, online shopping, out of date, paycheck, payment, phone, phone number, policyholder, products, strategy, telemarketer, thank you, The Family Security Plan, trust, update, value, value added | Leave a comment

College: You’ve Been Accepted, Now What?

Posted on July 9, 2014 by thefamilysecurityplan

Are you off to college in the fall? Congratulations! Would you agree that independence, football games, fraternity/sorority parties, making new friends and being able to eat pizza every night are some of the things that come to mind? The freedom … Continue reading →

Posted in Credit Union Industry, Finance, Life Events, The Family Security Plan | Tagged acceptance, adult, amazon.com, ATM, bank, bank fees, bill, books, bookstore, borrow, borrowing, budget, buy, campus, checks, chegg.com, class, coffee, coffee shop, college, college tuition, credit, credit card, credit history, credit limit, credit union, deferred payment, dorm room, FAFSA, fall, Federal Aid, federal student loan, fee, financial aid, financial assistance, financial independence, financial institution, financially, fixed interest, football, foundation, fraternity, free checking, freshman, friends, goal, graduate, graduation, grant, high interest, high school, housing, independence, interest rate, late fee, loan, loan forgiveness, local organizations, manage, managing money, meal plan, money, money management, new friends, no fee, online, parties, pizza, prepayment penalty, private loan, receipts, save, scholarship, scholarships, sell, smartphone, snooze button, sorority, spending, spending limits, student checking, student loan, student savings, tax deductible, tax deduction, textbooks, tuition, undergraduate, university, websites, work study | 1 Comment

Who Am I?

Posted on June 4, 2014 by thefamilysecurityplan

I am one of 43 million Americans (US Census) I have experienced recessions, booms, bubbles, crisis and maybe even a depression I am capable of interacting on social media but prefer face to face communication I like programs and products … Continue reading →

Posted in Finance, Life Events, The Family Security Plan | Tagged account, American, attention, auto loan, banks, booms, branches, brick and mortar, business, check writing, checking, checks, communication, community, conservative, contribute, credit unions, crisis, demographics, dental coverage, depression, designed, discount, economics, economy, experience, experienced, face to face, fax, final expense, financial institution, free, generation x, generation y, individualized, insurance, investment, leaders, lending, local, local branches, medical plan, member service, membership, millennials, needs, notary service, old, online, over 65, overdraft protection, personalized, photocopies, predatory lending, recession, safe deposit box, savings accounts, senior market, seniors, service, service charge, skilled, social media, society, stereotypes, strategy, Texoma Educators FCU, understanding, US Census, valuable, wire service, work, workforce | Leave a comment

Born in the mid-1980’s, I am one of approximately 80 million Millennials, or Gen-Yers, living in the United States. Does this generational subset define who I am, my wants and preferences? To a certain extent . . . Yes. There … Continue reading →

Posted on May 31, 2014 by thefamilysecurityplan | 1 Comment

12 Steps Towards Your Financial Freedom: Part 3

Posted on April 30, 2014 by thefamilysecurityplan

(PART III OF A THREE PART SERIES) What does a month-long celebration on financial literacy look like? For many, that is hard to imagine. However, for those following The Family Security Plan Community, the picture is becoming clear. We … Continue reading →

Posted in Credit Union Industry, Finance, The Family Security Plan | Tagged anticipate, assets, borrow, car, choices, community, credit card, credit union, data breach, decision making, earn, education, evaluate, expenses, family, financial freedom, financial goals, financial institution, financial literacy, foundation, goals, identity theft, improvement, inspire, journey, lessons, life stages, lifetime, mortgage, plan, prepare, privacy, productivity, protect, relationship, rent, retirement, save, service, spend, Target, The Family Security Plan, trust, uplifting | Leave a comment

Main Street vs. Wall Street; Credit Unions vs. Banks

Posted on April 9, 2014 by thefamilysecurityplan

The conversation about the challenges of Main Street vs. Wall Street has spilled over onto many areas as a metaphor to compare big vs. small, rich vs. poor and greed vs. need. Credit Unions have been seen as a beacon … Continue reading →

Posted in Credit Union Industry, The Family Security Plan | Tagged bank, bank fees, big, big banks, big business, CEO, co-workers, community, credit union, credit unions, customer service, customers, executive, family, Federal Government, fees, financial institution, friends, greed, health, interest rate, invest, loan, lobby, main street, member owned, members, mobile, need, non profit, not for profit, online, poor, President, products & services, profit, rich, savings account, small, stock, stock owners, taxes, trust, wall street | 1 Comment

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Tag Archives: financial institution

Don’t Fall Victim to Financial Abuse

The Importance of Accurate Contact Information: When Was the Last Time You Updated?

College: You’ve Been Accepted, Now What?

12 Steps Towards Your Financial Freedom: Part 3

Main Street vs. Wall Street; Credit Unions vs. Banks

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