- Applications and Forms
- ATM Locator
- Financial Calculators
- Financial Wellness
- Home Ownership
- Money Management
- Scam Awareness & Cyber Security
- Focus Newsletter
- NCUA Consumer Site
- Privacy Notice
- Schedule of Fees
- Security Information
- Tax Statements
- Update Your Contact Information
- Wiring Instructions
There are various financial topics you'll need to reconsider at every life stage. Whether you are a college graduate, settled in your career, or planning for retirement, it is important to review the state of your finances periodically.
- Talking Finances with Your Teens
Since personal finance is not a traditional part of the school curriculum, healthy money habits should begin at home. Parents and grandparents can help educate their teens with introductory conversations to build healthy money habits. Read more.
- How to Have a Meaningful Conversation about Joint Finances
Starting a financial conversation with your spouse may not sound exciting, but it is important for both your individual and joint financial stability. Success in a couple and family’s shared financial goals requires communication and planning. Read more.
- Transferring Wealth
Most parents avoid discussing inheritance plans with their beneficiaries. Some don't want their children to feel entitled or count on an inheritance. These are valid concerns that can serve as opportunities to discuss finances and estate planning. Your guidance now will help your heirs prepare to receive and manage those assets. Read more.
- What’s Involved When You’re a Trustee or Executor to an Estate?
It can be rewarding to fulfill the wishes of a loved one. But, it's important to fully understand what is expected of you before agreeing to become an executor or trustee. Read more.
- How Your Accounts are Federally Insured
Your shares at CEFCU are insured by the National Credit Union Share Insurance Fund (NCUSIF), which is backed by the full faith and credit of the U.S. Government. Read more.
- Prepare Your Financial "Go-Bag"
An emergency or natural disaster happens without warning. With advance preparation, you can prevent it from turning into a true disaster. Key among those preparations (yet probably the most frequently overlooked) is organizing your financial first-aid kit — your financial "go-bag." Read more.
We're here to help! For additional assistance, please contact us.