Save the Money You’ll Want Soon Checklist



5178425-772795Save the Money You’ll Want Soon ChecklistInstructions: Do one thing from the Engagement Actions listLearn one thing from the Educational Boosters listComplete a short survey telling us what you didEach survey you complete counts as an entry for one of four $500 prizes each month. Your entries will carry over from month to month. You can complete as many surveys you as you’d like by completing one engagement action and one educational booster per survey.Engagement Actions? Use the “How much can I save over time?” calculator to calculate how saving different amounts can help you reach your goals faster Featured? Save a part of your Economic Impact Payment ? Open a new savings account specifically to save for emergencies ? Review tips from the CFPB on how to use your Tax Refund to Build Your Emergency Fund ? Sign up for the Start Small Save Up Savings Email Bootcamp ? Read the Save Your Tax Refund Information Sheet ? Read more about our savings products ? Open a savings account / Indicate on the survey that you already have a savings account? Set up or increase existing automatic transfer into your savings account within Online Banking or at your local Financial Solutions Center.? Establish overdraft protection plan by calling the Engagement Center at 800.711.2265 or at your local Financial Solutions Center/ Indicate on the survey that you already have overdraft protection? Enroll in or increase your 401(k) contribution? Start saving your change. Periodically, deposit your savings into your savings account? Set or update a savings goal in Money Manager in Online Banking /Mobile Banking? Review your expenses for the past two weeks in Money Manager to identify potential ways to cut back on spending so you can save more? Sit down with a Financial Advisor to review your financial journey. Email AFrank@ if you don’t know who to reach out to? Create a savings goal with the Savings Goal Worksheet? Use the “How much do I need to fund my retirement” calculator to get a ball park figure of how much you might need. It is okay to use ball park figures! Booster Sessions ? 9 Savings Hacks for Working Parents – 4 Minutes to Read NEW!? How to Make Your Money Work Harder during Covid-10 Article – 4 Minutes to Watch ? The most important thing to do for your savings Webinar – 10 Minutes to Watch ? The second most important thing to do for your savings Webinar – 6 Minutes to Watch ? The third most important thing to do for your savings Webinar – 10 Minutes to Watch ? The fourth most important thing to do for your savings Webinar – 10 Minutes to Watch ? Paying for College Article – 3 Minutes to Read ? Fifteen Ways to Lower Your Utility Bills Article – 4 Minutes to Read ? Make a plan to save some of your tax refund Article – 3 Minutes to Read ? Retirement Savings Strategies Self-Study Module – 3 Minutes to Complete ? Finding Money to Save Self-Study Module – 3 Minutes to Complete ? Setting Savings Goals Self-Study Module – 5 Minutes to Compete? How Can FCB Savings Solutions Benefit YOU? Self-Study Module – 4 Minutes to Compete ? Are You Saving Enough? Webinar – 27 Minutes to Watch ? Savings Goals Webinar – 26 Minutes to Watch? Saving the Easy Way Webinar – 27 Minutes to Watch? Saving Challenges for Women Webinar – 27 Minutes to Watch? Saving for Education Webinar – 31 Minutes to Watch? Saving for an Emergency Webinar – 22 Minutes to Watch? Saving for Buying a House or Car Webinar – 27 Minutes to Watch? Saving the Extra Webinar – 23 Minutes to Watch? Review the Money Savings Tips Info Sheet – 3 Minutes to review ................
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