Building lifelong relationships with our members to help them achieve their financial goals January 2008

About this issue

TCU member scholarships-
Need money for college?

529 Educational savings

Links to more articles
about paying for college

Begin your 2008 holiday
season at Travis Credit Union

Cure for post-holiday-
spending migraines

IRA reminder for those
turning 70-1/2 this year

Branch updates

Free member seminars

Address correction
requested

Holiday closures

Contact information

 

Financial stress can blindside you at any time and in many ways—such as a loss
of income, an unanticipated increase in your mortgage payment, accumulated
credit card debt or unexpected medical expenses. At Travis Credit Union, we
recognize that money concerns have a serious effect on your quality of life and
we’re here to help.

Partner in BALANCE
As part of our commitment to offer solutions toward your financial security, we
are pleased to introduce a free and confidential financial counseling service to
TCU members. We have partnered with BALANCE Financial Fitness Program to
give you free access to unbiased money management information and
assistance whenever you need professional guidance on financial issues.

Answers to your questions
With a simple toll-free phone call, BALANCE multi-lingual counselors can answer
a wide range of money management, personal finance and credit-related
questions, including identity theft, foreclosure counseling and home and vehicle
loan education.

One-on-one attention
What’s more, for complex situations, such as developing a debt elimination
strategy or budget development, BALANCE will arrange follow-up phone
appointments with you so you’ll continue to receive that one-on-one attention
you’ve come to expect as a member of Travis Credit Union.

For example, if your bills have gotten out of hand, a BALANCE counselor may be
able to arrange a debt management plan with creditors to develop strategies so
you can pay your debt quickly and efficiently. Other counseling services include
bankruptcy prevention, credit report reviews and a housing education program.

Experienced professionals
BALANCE was founded in 1995 as a subsidiary of the Consumer Credit
Counseling Service of San Francisco and works in partnership with more than
420 organizations nationwide. In 2006, it helped more than 150,000 individuals
and families improve their financial situations.

Contact information
You may call BALANCE toll-free at (888) 456-2227
Monday through Thursday, 5 a.m. to 8 p.m., Friday, 5 a.m. to 5 p.m.,
and Saturday, 8 a.m. to 5 p.m. (PST).

... or visit our Education Center.

 

 

Membership matters

Paying for college

Will you be able to afford
your mortgage in the future

IRAs: Traditional vs. Roth

Let us tell your story

Disclosures and Agreements

Contact Us

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