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The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

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The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

This Week @ SEFCU's Institute for Financial Well-Being

Short, timely articles based on a real-world weekly theme.

Scattered coins on part of a tax form.

Facts About Taxes

This week, you'll learn some of the basic skills you need to make tax season as pleasurable - and profitable - as possible.

Join SEFCU's Institute for Financial Well-Being for a live webinar on Gig Economy:  Budgeting Inconsistent Income.

Click here for the entire schedule of live, interactive webinars for all ages.

 

Tax Return Basics

An introduction to this week's coverage of common tax return challenges for a variety of workers.


Tips for First-Time Filers

By understanding the basic ideas outlined here, you'll be able to complete the filing process quickly and painlessly and keep all the money to which you're entitled.


Tax Tips for Gig Workers

Gig workers have a few distinct advantages that other workers don't always enjoy, like possibly working from home or setting your own schedule. When it comes to tax filing, however, being self-employed comes with unique challenges.


Ten Mistakes That Can Mess Up Your Taxes

Even a small error can have large repercussions when it comes to tax filing. Here are 10 top errors to avoid.


Top Tax Credits to Claim on Your Return

Smart use of tax credits can make a huge difference for people struggling to pay for childcare, education or retirement. By exploring the credits listed here, you can put yourself in the best position to prosper.


Things to Know Before Filing an Extension

Filing an extension is an easy process, but it doesn't always make sense for every situation. By asking exploring the issues raised here, you can determine which course of action is best for you.


Making the Most of Your Refund

Resisting the temptation to spend a tax return isn't always easy - and, in fact, sometimes we simply need the money for necessities. Yet, by doing what we can to direct some of our refund into smart savings and investment ideas, we can set ourselves up for greater success down the road.

New topics are posted every Sunday.

Miss last week? Scroll down to catch up.

Last Week @ SEFCU's Institute for Financial Well-Being

Understanding the Role of a Financial Advisor

Explore the nuts and bolts of working with a Financial Advisor. Does it make sense for you?

Join SEFCU's Institute for Financial Well-Being for a live webinar on Navigating Retirement with a GPS.

Click here for the entire schedule of live, interactive webinars for all ages.

Should You Work with a Financial Advisor?

A financial advisor can be a helpful ally at many stages of your financial life, but you might find one is especially handy in a few situations.

Fee or Commission? How to Pay a Financial Advisor

There are two main payment structures for advisors, fee-only and commission-based. There's also a third category, fee-based, that's a bit of a hybrid of the first two. Which is right for you?

What is Fiduciary Duty?

What is fiduciary duty and why should you make sure your financial advisor has fiduciary duty to you.

How to Choose a Financial Advisor

What to look for when you are looking into hiring a financial advisor.

What to Expect From a Financial Advisor

A financial advisor can help you make sense of your current financial status and put a plan into place for the future.

How to Get the Most From Your Financial Advisor

The steps to take to get the most out of your experience with a Financial Advisor.

 Upcoming Events

My First Job: Paycheck Basics
Tuesday, December 13 at 6:00 PM EST
Online Meeting
Host: Institute for Financial Well-Being
Budgeting Basics: How to Grow Your Dough
Wednesday, January 11 at 6:00 PM EST
Online Meeting
Host: Institute for Financial Well-Being
Tackle Your Debt
Thursday, January 19 at 6:00 PM EST
Online Meeting
Host: Institute for Financial Well-Being

About SEFCU's Institute for Financial Well-Being

Join Institute educators for a unique, live, interactive webinar experience. Find our ongoing schedule in the Event Calendar, and learn more about us in the link below. Do you have a group or organization that could benefit from financial education? Topics are available for all ages and education is always free. Contact the Institute to make a request.


Have a question? Let us know!

800-727-3328, x4066
financialwellbeing@sefcu.com

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