Fall is here - Time for a Family Goals Check-In

Financial well-being October 14, 2021 By Raquel Collings

Crisp cool mornings- check. Pumpkin spice everywhere- check. The holidays and a new year approaching-check. Fall is here- is your family ready for a new year?

2021 has brought new challenges for families to navigate like the Advance Child Tax Credit. 2022 will be here before we know it. Fall is the perfect time for your family to check-in on your progress for your financial and life goals. Use our Family Fall Check-In Checklist to help develop your goals and plans for the new year now.

Family Fall Check-In Checklist

  •  

    Check your status with the Advance Child Tax Credit.
    Do you know how much you should have been receiving or how much you are estimated to receive with your tax return next year? Use our Banzai ‘Child Tax Calculator’ to determine your payment amount now. The calculator estimates how much your advance monthly payment should be and how much remaining credit you are estimated to receive after you file your 2021 Tax Return.

  •  

    Check in with family members or friends.
    Life gets busy for all of us. In the hectic daily pace, we can lose touch with our loved ones without realizing how much time has passed. Is there a family member or family friend that your family hasn’t talked to or seen for a while? Now is the perfect time to pick up the phone and call or text to see how they are doing and catch up.

  •  

    Check your progress on your Family Savings goals.
    Does your family have an emergency savings or a ‘dream’ savings account? What are your goals and where are you at? If you don’t have a savings account, you can open one quickly online or come see us at any First United Community Bank location. (add button to apply online) Calculate how you are doing and how much you need to save for your goals using one of our calculators.

  •  

    Check on your family traditions.
    This season of holidays is a perfect time to evaluate your family priorities and family traditions. Have a special family meeting to think about what you would like to keep doing and to explore adding new traditions together. One idea for Halloween being shared on social media offers an easy way to decorate and to share gratitude for all we are thankful for in our lives. Purchase a pumpkin and grab some permanent markers. Each family member can write what they are thankful for on the pumpkin. Take turns until the entire pumpkin is filled with messages of love and gratitude.

Make empowered plans for your family’s future

Your journey to financial well-being is unique and we are here to help- whether with immediate needs or long-term goals. Come see us today at your local First United Community Bank location. We will partner with you to make plans for how to maximize your plans to achieve your family goals.

By Raquel Collings