Happy birthday! How are you celebrating? Whether you’re going all out or keeping it low-key, your birthday is the perfect time for a financial wellness checkup. Check out these five tips:
How can we help?
Or try these resources:
Life Stage: Aging
Beware of Lifestyle Creep
Lifestyle creep, or lifestyle inflation, happens to the best of us. As your standard of living improves, your non-essential discretionary purchases gradually increase. You might even start to think your “wants” are “needs.” Some creep is natural and to be expected, but excessive creep can derail your finances.
5 Questions About Long-Term Care
What is Long-Term Care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care:
Should I Plan for Financial Caregiving?
Age, illness, or injury can affect our ability to handle our finances. It’s a difficult subject to think about, and it can be even harder to discuss with loved ones. But having a plan in place is essential to protect your financial wellbeing and future.
Wills vs. Trust: Know the Difference
Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two.
Trending News
SESLOC Cares for Community Award: Mary Watt
We’re partnering with News Channel 12 to honor nonprofit volunteers who make our community thrive. Each month, we’re choosing a different nonprofit and asking them to select a valuable volunteer to receive the SESLOC Cares for Community Award. In April, we were thrilled to meet Mary Watt, from the SLO Food Bank.
SESLOC Cares for Community Award: Teresa Rivas
We’re partnering with News Channel 12 to honor nonprofit volunteers who make our community thrive. Each month, we’re choosing a different nonprofit and asking them to select a valuable volunteer to receive the SESLOC Cares for Community Award. In April, we...
SESLOC Employees Save 6 Tons of CO2 Through Alternative Commuting
SESLOC employees saved 6.1 tons of carbon dioxide from entering our local air during the first quarter of 2023 by using alternative commute methods like riding a bike, taking the bus or carpooling, and telecommuting. Reducing our carbon footprint is an important part...
SESLOC Donates $40,000 to Local Nonprofits to Honor 80th Anniversary
We donated $40,000 to 80 local nonprofits in celebration of our 80th anniversary in 2022. Throughout the year-long celebration, our amazing staff nominated their favorite organizations to receive a $500 donation — a nod to the amount the credit union was founded with in 1942.
SESLOC Announces New CFS* Financial Advisor
We’re pleased to announce the appointment of Chris Datu, a registered financial advisor with SESLOC’s broker/dealer CUSO Financial Services, L.P.* (CFS), to SESLOC’s Wealth Management program.
Upcoming Webinars
[tribe_events_list cat="webinars"]
Shawn
Dan
Mary
Jennie
Mary
Lanie
Greg
Stacey
Aja
