Start the year with confidence and a clear financial plan.
January is the perfect time to take control of your finances. Our New Year Financial Check-Up helps you organize, optimize, and set yourself up for success in 2026.
At Media City Credit Union, we’re here to help you make this your best financial year yet. A quick check-up now can save you time, money, and stress later. Here’s what we’ll review together:
- Dormant Accounts – Keep your accounts secure and make sure no funds are forgotten or at risk.
- Contact Information – Make sure your phone, email, and mailing info are current.
- Credit Cards & Debt – Compare rates and explore smarter ways to pay down balances.
- Retirement Contributions – Maximize your savings and build toward your goals.
- Beneficiaries – Confirm your accounts are protected and up-to-date.
- Overdraft – Review your options so you’re never caught off guard.
- Tax Prep – Organize documents and plan ahead for filing season.
- Automated Savings – Set up recurring transfers to grow your savings effortlessly.
