Making Money Personal

Learn About Medicare Open Enrollment with Financial Planner Brian Luce

It's the time of the year for Medicare Open Enrollment. If you're in the process of applying for Medicare or planning to apply for it in the near future, you'll want to listen to this episode. Financial Planner Brian Luce answers some frequently asked questions about Medicare that cover topics like planning and cost to coverage and ways to save.
If you want to learn more about Triangle Financial Group's products and services visit trianglefinancialgroup.com.
View our Upcoming Events to see a list of webinars and seminars on retirement planning, estate planning, Medicare, and more!
View episode transcript.
For more information visit trianglecu.org and don't forget to like us on Facebook and follow us on Twitter!
 
NOT A DEPOSIT - NOT NCUA INSURED - NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE CREDIT UNION - MAY GO DOWN IN VALUE.

Flex Financial Muscle with a Flexible Spending Account - Money Tip Tuesday

Looking for a way to maximize your dollar on health supplies, procedures or other medical costs? Try a Flexible Spending Account (FSA)! These special accounts help you set aside pre-tax dollars to put towards all kinds of health and wellness expenses. This tip breaks down what a Flex spending account is and provides a practical example of how you can use one if you are anticipating out-of-pocket healthcare costs. 
View episode transcript.
Like what you heard? Go ahead and share on your social media! There may be someone out there who's interested in this tip. 
Visit trianglecu.org to learn more about how we can serve you and don't forget to follow us on Facebook and Twitter!

Banking Terms - What’s a CD? EXPLAINED! - Money Tip Tuesday

Ever wondered what exactly a CD account is and why someone would use one in their financial plan? In this tip we not only explain how it works or why someone would use one, we offer a list of what to keep in mind if you ever consider opening one at some point along your financial journey. 
Triangle offers competitive CD rates for a variety of terms. Check them out now!
View episode transcript.
Like what you heard? Go ahead and share on your social media! There may be someone out there who's interested in this tip. 
Visit trianglecu.org to learn more about how we can serve you and don't forget to follow us on Facebook and Twitter!

Triangle's Values and Vision - A Conversation with CEO Scott MacKnight

Triangle's CEO Scott MacKnight, shares a little bit about himself, his background history with the credit union, his role in helping the Triangle navigate the COVID-19 pandemic, and his vision for the future of the credit union and its role in the financial industry.
View episode transcript.
For more information visit trianglecu.org and don't forget to like us on Facebook and follow us on Twitter!

Security Tip - Avoid COVID-19 Scams - Money Tip Tuesday

In times like the COVID-19 pandemic, there are people that take advantage of a crisis to gather sensitive personal information from unsuspecting individuals. Don't get caught in their scams!
This tip features an article by KnowBe4 Security and Training Solutions covering how scammers have been using COVID related information to trick you into handing over your personal information. 
Check out Knowbe4.com for information implementing security tools and training for your workplace.
View episode transcript.
Like what you heard? Go ahead and share on your social media! There may be someone out there who's interested in this tip. 
Visit trianglecu.org to learn more about how we can serve you and don't forget to follow us on Facebook and Twitter!

Ways to Handle Credit Card Payments If You've Lost Income - Money Tip Tuesday

Losing income can be stressful, especially if you still have credit card payments and debt to pay. If you find yourself in this situation, there are things you can do to minimize the stress. In this tip, you'll get a list of 3 ways to manage your credit card payments if you've lost income. 
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Like what you heard? Go ahead and share on your social media! There may be someone out there who's interested in this tip. 
Visit trianglecu.org to learn more about how we can serve you and don't forget to follow us on Facebook and Twitter!

Maximize Your Cash Back Credit Card Program - Money TipTuesday

Does your credit card have a cash back rewards program? With some planning and organization you can actually use your card to earn money just for using it.
This tip covers a strategy you can use to maximize your cash return from your credit card rewards program and get more bang for your buck. 
Check out Triangle's Membership Rewards credit card to learn about its cash back program PLUS all the other benefits. 
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Like what you heard? Go ahead and share on your social media! There may be someone out there who's interested in this tip. 
Visit trianglecu.org to learn more about how we can serve you and don't forget to follow us on Facebook and Twitter!

Financial Planning During Economic Challenges - Brian Luce

Economic challenges and the recent pandemic impacted financial lives in ways most people didn't see coming. These challenges bring with them a lot of concerns and questions about the best actions to take when it comes to financial security.
In this episode we chat with Brian Luce, Financial Planner at Triangle Financial Group, about what the economy, the CARES Act, and the stimulus means for your financial planning. 
Notes:
Saving some of your stimulus money is a good way to keep a reserve of cash available if the economy dips.
Down economies can offer a lot of opportunities if you are in a secure financial position. Check with your CPA or financial professional to learn how. 
Visit the U.S. Treasury website to learn more about how the CARES Act can help you.
Visit trianglefinancialgroup.com to learn more about TFG and its products and services.
View episode transcript.
For more information visit trianglecu.org and don't forget to like us on Facebook and follow us on Twitter!
Brian Luce is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. (www.sipc.org). Supervisory office: 101 Federal Street, Suite 800, Boston, MA 02110 Tel: 617-439-4389. CRN202209-270507
NOT A DEPOSIT - NOT NCUA INSURED - NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE CREDIT UNION - MAY GO DOWN IN VALUE.
 

Budgeting Tips for a Fluctuating Income - Money Tip Tuesday

Budgeting can be a challenge. Especially if your income stream isn't consistently the same month over month. 
This tip will provide some guidelines on how to break down your budget items to make sure you're properly allocating the right amounts of money to each of your items. 
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Like what you heard? Go ahead and share on your social media! There may be someone out there who's interested in this tip. 
Visit trianglecu.org to learn more about how we can serve you and don't forget to follow us on Facebook and Twitter!

The Easiest Way to Save Money - Money Tip Tuesday

For most people, trying to save money is easier said than done. In this tip we want to provide you with a simple and EASY way you can start saving money right away. 
Quick summary: 
Keep your savings account separate from your checking account to avoid losing track of how much you're saving and spending.
Use direct deposit to easily automate your saving.
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Like what you heard? Go ahead and share on your social media! There may be someone out there who's interested in this tip. 
Visit trianglecu.org to learn more about how we can serve you and don't forget to follow us on Facebook and Twitter!