Your Financial To-Dos

Dylan R.We want you to find financial success—without the stress. Just complete these monthly tasks to stay on top of your finances all year long.

July: Seek out summer fun on the cheap.

Camping, local festivals, West Michigan beaches—we live in an area that provides numerous inexpensive options for summer fun with family and friends. What’s your favorite?

August: Invest in your future.

It’s Back to School season! Even if you’re not headed to class, take some time to plan for your future, whether it’s picking up a new skill to boost your career, helping your kids prep for school, or reviewing your retirement saving options.

September: Review your debt.

What kind of debt do you have? Are you prioritizing payments on certain loans to help you reach your goals faster? Could refinancing lessen the burden of your monthly loan payments or save you money in the long term?

If you have questions while reviewing your finances, our experts are here to help. Give us a call at 800.991.2221 or stop by any of our offices.

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