Posts Categorized: Financial Education Tips

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Plan ahead for electronic tax filing

Financial Education Tips

With a little planning, your electronic tax filing can go a lot smoother. If you’re getting ready to prepare your taxes, or are setting up an ACH electronic funds transfer, you’ll need your full and accurate Columbia Credit Union account number. You’ll also need to know what type of account it is: Checking or Savings….

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Give Yourself a Gift: The Holiday Helper Personal Loan

Financial Education Tips

Is Santa a little short on cash this year? Need some money to travel home for the holiday? Don’t worry. Columbia Credit Union’s Holiday Helper Personal Loan is here! With all the gift-giving and family gatherings coming up this holiday season, household budgets can get a little out of whack. That’s why we offer this…

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Required IRA Withdrawal

Financial Education Tips, Uncategorized

If you own a traditional IRA and turn 70 ½ or older this year, you are required by the IRS to take a Required Minimum Distribution (RMD) by Dec. 31, 2017. If this is your first distribution, the IRS allows you the one-time option of delaying your 2017 RMD until April 1, 2018. Even if…

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Heading off to college? Take Columbia CU with you!

Financial Education Tips, Uncategorized

If you’re heading off to college this fall, you’ll want to take Columbia Credit Union with you. With our convenient (and free) personal online and mobile banking services, it’s easy! You can access your accounts 24/7 and quickly take care of your personal banking business wherever you are. Columbia Credit Union offers lots of great…

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Five tips for keeping your computer safe  

Financial Education Tips

In the news, you’ve certainly heard about recent phishing scams and malware attacks by savvy criminals who invade computer systems in order to steal personal data. It’s important to stay informed about computer security and take steps to protect yourself. Here are five tips to help you keep your computer safe. Install trusted antivirus software…

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DocuSign phishing attempt reported

Financial Education Tips, News

Columbia Credit Union has been alerted of a phishing event that may have impacted members who recently signed documents through DocuSign’s digital transaction management system. During this phishing attempt emails may have been sent to members that “spoofed” the DocuSign brand in an attempt to trick recipients into opening an attached Word document that, when…

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6 Great Ways to Save for College

Financial Education Tips

The cost of attending a college or university is on the rise. If saving for your child’s education is part of your financial plan, you may want to consider the following six savings vehicles. Why? They all offer special tax advantages if the funds are used to pay for college. 529 plans: college savings plans:…

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Invest in your future: 2016 IRA contribution deadline is April 18

Financial Education Tips

Take advantage of the opportunity to save for retirement! How? Make a 2016 IRA contribution now to reduce your 2016 taxable income. Looking for a great way to plan for your retirement or your child’s college education? Open or add to an Individual Retirement Account (IRA). Columbia Credit Union offers several federally insured IRA options…

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Financial Planning: Helping You See the Big Picture

Financial Education Tips

Do you picture yourself owning a new home, starting a business or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target your goals by…

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Loan and credit card payment methods

Financial Education Tips

Making your Columbia Credit Union loan or credit card payments has never been easier with several convenient options. You can also view your fixed-rate loan and mortgage information online anytime through Columbia Credit Union’s free personal online banking. Transfer funds from an account at another credit union or bank:Set up automatic electronic payments from an…