Financial Planning Across the Generations
Financial Planning Across the Generations
The Family Guide to Financial Success
From your first shared bank account to the complexities of estate planning, this month is all about money and family - making smart, informed financial decisions that benefit the whole family. Join the MIDFLORIDA team to explore financial planning for life's milestones and make the most of your family's financial journey.
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Get Started August 2026
A weekly series that explores concepts related to August's theme.
Insurance and Financial Planning
Starts Aug 17, 2026
Planning for Children With Special Needs
Starts Aug 24, 2026Financial Planning
What you need to know to start making a long-term financial plan, from getting married to planning for retirement.
Learning the "how" and "why" of short-term and long-term financial planning.
A will is the cornerstone of the legal framework of an estate plan, and everyone should have one.
Everyone faces the possibility of temporary or permanent incapacitation. Make sure your wishes are followed.
How to make sure your wishes are followed in a medical crisis.
A look at some of the financial considerations of getting married.
Why save for retirement and the impact of fees on investment performance.
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July 2026
Financial Basics
Learn the basics of managing money, including financial health, budgeting, managing credit, plus more.
Unconscious beliefs and biases about money play an important role in our financial behavior.
Credit reports and scores determine the rates you pay when borrowing and can affect your ability to get certain jobs.
Account management strategies for checking and savings.
A good credit score can help you access more competitive interest rates when you borrow, which may reduce the overall cost of borrowing.
Understanding ID theft and how to prevent it.
Fraudulent calls, texts, and emails that seem to come from a legitimate source are a growing problem.
Inflation can seem like an abstract concept, but its impact on your financial life can be very real.
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About MIDFLORIDA
Since our founding in 1954, MIDFLORIDA has grown to serve members throughout the state of Florida, with branches coast-to-coast from Gainesville to Naples. Our products and services rival any local bank, while maintaining the credit union philosophy of excellent personal attention.