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 This Week
A weekly series that explores concepts related to this months's theme.
Managing Money as a Couple
Starts Aug 3, 2026
The Family Finance Playbook
Starts Aug 10, 2026
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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June 2026
Home Ownership
From buying a home to making the most of your home equity, explore key topics for current (and future) home owners.
Some pros and cons of buying a home, including a comparison with renting.
Before you buy a home, determine how much consumer debt is reasonable for you and what upfront costs you will have for your home purchase.
Having the right people on your side can help you make the best possible buying decisions.
A large down payment isn't always needed to buy a home, but let's take a look at how down payments can affect your total mortgage costs.
The parts of a mortgage and common mortgage loan options.
Crossing the finish line of the home buying process – submitting an offer, negotiating, and dealing with closing costs.
Compare home equity loans, HELOCs, and cash-out refinancing so you can understand how each option works, what it may cost, and how it could affect your mortgage and future flexibility.
Refinancing your mortgage may help you achieve your financial goals – from reducing your monthly payment to minimizing total costs.
Whether or not refinancing could make sense for you depends on a wide variety of factors – and the right answer isn’t always the same for every person or every situation.
Mortgage refinancing isn’t always required to reduce the overall cost of your mortgage.
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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.