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Three Financial Tips to Tackle in 2021

Get a Hold of Your Funds this Year

Three Financial Tips to Tackle in 2021 | Wescom Credit Union

Inhale, breathe in. Exhale, breathe out. It’s a new year, finally! So what’s on your to-do list? If getting your finances in order is one of them, we’ve got the tips for you.

  1. Find unclaimed cash. If a business, government office, or other source owes you money that you don’t collect, it's considered unclaimed. But be careful not to fall for scams from people who call you and say they’re from the government and want to send you unclaimed money for a fee. The government or any legitimate entity will never call you about unclaimed money. Visit usa.gov/unclaimed-money to help you find out if you have any cash to claim.
  2. Flex your flex spending account. If you’ve put money aside in a flexible spending account, make sure to put it to use before the deadline so you don’t lose it. Think copays or deductibles, qualifying prescriptions, and medical supplies and equipment. You worked hard for that cash so make sure it works hard for you.
  3. Use a goal savings calculator. We all have goals for the New Year and Wescom has a calculator to make sure you stay on track. Use our “Save Towards a Goal” calculator to estimate how much you should be saving to reach your goal. Input your savings goal, time to reach your goal, and current savings information to help you calculate a customized goal savings summary.
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