This Week @ MIDFLORIDA Credit Union

Short, timely articles based on a real-world weekly theme.

New Year's Financial Tune-Up

The new year is a great time to review your finances from the past year and set new goals for the upcoming year.
A hiker climbing a hill into the sunset.

New Year's Resolutions and Setting Goals

When you design this year's resolution, start with the smallest, most manageable tasks first to build momentum. As you complete each one, you'll realize the power of goal setting.

A closeup of a person walking up stairs.

Steps You Can Take in a Single Day

You can make significant progress in just a day, but only if you act.

A woman calculating budget figures at her kitchen table.

Tracking An Entire Year's Saving And Spending

By reviewing your expenditures for the last 12 months, you can get an honest picture of your true spending behavior - and then make any necessary changes.

A man takes notes while using a laptop in his home office.

Analyzing Debts and Reviewing Goals

By evaluating and analyzing your overall financial health, you can create an informed list of goals to pursue.

A financial services worker explains options to a customer.

Is a Financial Planner Right for You?

If your assets have become substantial enough to raise concerns about proper management, it's the perfect time to check with a planner.

A young woman writes an entry in her diary.

Challenge - Setting SMART Goals

Put what you learned this week into action with SMART goal setting.

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Last Week @ MoneyEdu

Wrapping Up the Financial Year

The end of the year is the perfect time to take stock of your financial life. This week, we’ll explore how to reflect on your financial year, celebrate your progress, and set attainable goals for success in the year ahead.

A man reviewing bills while drinking coffee.

Year-End Money Moves

From auditing your spending to setting financial goals for the coming year, now's a great time to take stock and plan for the future.

A woman reviews her financial statements.

Conducting a Year-End Financial Inventory

Whether you're saving for retirement, paying off debt, or planning a major purchase, an annual financial review ensures you're on track.

A jar of cash.

Flexible Spending Funds: Use It or Lose It

If you have a Flexible Spending Account, the end of the year brings an important deadline: using your savings or lose it.

A woman introduces herself at a job interview.

Managing Bonuses and Other Year-End Income

While a year-end bonus can feel like a windfall, it's essential to handle it wisely.

A woman creates a priority list with sticky notes.

Maximizing Employee Benefits

As the year winds down, it's a great time to review your employee benefits and plan for coming year.

A woman thinking while looking out of a window.

Reflecting on Your Financial Year

Whether you hit major milestones or stumbled along the way, reviewing your progress can provide insights, help you celebrate wins, and shape your path forward.

Two friends reaching the top of a mountain.

Setting Financial Goals for the New Year

Financial growth doesn't happen by accident - it results from planning, consistent effort, and clear goal-setting.

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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.

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