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financial education
Financial Smarts

Here are some great financial education tools to help members of all ages build a strong financial future.

Grown-up Money Smarts

Here are some helpful resources to teach about credit scores, budgeting, home buying and retirement planning.

What’s Your Money Style? – It’s helpful to understand how you and the people around you think about money.

View or Download What’s Your Money Style PDF

Balance financial counselingBalance Financial Counseling  As an MCU member you can receive free financial counseling through BALANCE. Get personalized budgeting help, review your credit report, prepare for buying a home, obtain identity theft solutions and more.
Just tell them Madison Credit Union sent you!

BALANCE is a trusted financial counseling institution with over 45 years promoting financial wellness. 

Click here to the BALANCE page or call now to get started: 888-456-2227.

Simple budget tipsBudget & Goals  |  Knowing where your money goes and where you want it to go for you in the future is a great place to get started on the road to financial freedom.

Check out our article on Simplifying your Budget with 4 Minimalist Techniques and download our Financial Goals and Budget Worksheet here.

healthy credit scoreCredit Scores  |  Everything you need to know about your credit report and credit score.

Check out our article 7 Tips for a Healthy Credit Score

Retirement  |  Plan for your golden years with these helpful tools and articles.

retirement

Pre-Retirees: Avoid These 5 Real Estate Mistakes Getting ready to retire? Thinking about downsizing, refinancing or buying a second property? Read these 5 real estate mistakes to avoid first.

How to choose a retirement plan that works for you.  This article includes all the ins and outs of a 401(k), IRA and Roth IRA.

Additional Retirement Links:
Retirement Calculator – Know how much you have to save to live how you want.
More from the IRS on Required Minimum Distributions (RMDs) – Know when and how much you need to remove from different retirement accounts.

Play the Money Game Learn while you play with this FDIC interactive game to help you learn about everyday financial topics. Click a topic below to go to the game.

Here are a few more financial tip articles. Click here to see a full list of Financial Education Blog Posts.

stretch family budget
auto loan pre-approval
Smart Debt Pay Off Tips

Money Smarts Kid’s Zone

Teach your little one from an early age that although money is printed from paper it doesn’t grow on trees.

Chore Charts  |  Teach children the value of hard work and reward with a chore chart.

View or Download Chore Chart PDF

View or Download Chore Chart Ideas PDF

Youth Lessons Podcasts  |  Listen to CUNA’s (Credit Union National Association) Real Life 101 with Joe Chrysler while he discusses financial education tips for Kindergarteners, Middle Schoolers and High Schoolers.

Money Conversations |  Having talks with your child about money from a young age gives them the confidence to manage their finances better, throughout their life. Here are some great discussion topics to have your child and when to have them.