As 2024 comes to an end, our team at CUA is once again sharing a recap of our most popular CUAdvice articles. If you’ve been following our monthly newsletter this past year, you may even remember some! From meticulously planning for early retirement to making smart financial decisions after ‘I do’, here’s the best of this year’s CUAdvice:
#3. Financial Tips for Newlyweds
Getting married is an exciting milestone. Between engagement parties and wedding planning, couples can quickly become overwhelmed by decisions on venues, cake flavours and honeymoon destinations. But when you’re making a commitment to the love of your life, the decision-making doesn’t end with floral arrangements. Communicating with your partner about your shared financial future is crucial to a successful marriage. So, whether you’re recently engaged, or you’ve just made your way down the aisle, here are some financial tips for newlywed couples. Read this article »
#2. Is Financial Independence/Retire Early (FIRE) Attainable?
While retiring before age 55 might not sound extraordinary, retiring before the age of 35 might. What personal sacrifices would you make if it meant you could grow your savings quickly, achieve financial independence, and retire decades earlier than your peers? Would you count every dollar, and avoid every ‘unnecessary’ purchase? While extreme saving can certainly help you reach your financial goals, it’s important to balance this with your happiness to avoid burning out. In this article, we’re going to explore the concept of Financial Independence/Retire Early (FIRE), and whether or not it is attainable for everyone. Read this article »
#1. Your Tax Refund: Five Ways to Spend Wisely
Tax season is just around the corner, which makes this the perfect time to revisit the most popular article of 2024, outlining five ways to spend your tax refund wisely. For those who have received or expect a refund, the first instinct may be to make a fun or spontaneous purchase. Instead, this is a great opportunity to consider an alternative approach that might have an even bigger payoff. From paying down debt to addressing those “back burner” items you’ve been putting off; explore the ways you can put your return to good use. Read this article »
We hope you enjoyed this trip down memory lane and learned something of value from CUAdvice this year! Stay tuned for more financial literacy tips in 2025.
Do you have any CUAdvice article ideas or topics you’d like to see us explore in 2025? Let us know by reaching out to a member of our team!