How to Spring Clean Your Nest Egg
Spring is almost here! We are so excited we almost wet our plants! This means bees buzzing, flowers blooming, sun shining, and yes… spring cleaning. Many people dread going through their house and throwing out old stuff, or even worse, hosting a yard sale! But we here at Great Basin have a few tips to help our members clean up their accounts and keep your finances organized this year so you can go out and enjoy that sunshine!
One of the best ways to keep your finances organized is to keep an updated transaction register. Not only does this help catch fraud early but is not uncommon for miscellaneous transactions to pop up, so it is best to keep track of exactly what your balance is in your account. We have free registers at any branch, so make a stop by and say hello!
Another way to keep your account fresh and anew is by updating your account information. This is the best way to ensure that you can be reached for any reason on your account, especially in the case of fraud or other unusual transactions. You can do this by confirming your current address, phone number, and email through online banking or at any branch; our tellers would be happy to help.
The spring season is always followed shortly by tax season. A great way to keep all your documents close, safe, and accessible is by signing up for E-statements. In doing so, not only are your monthly statements secure through online banking, but they are also completely accessible for viewing at any time. And even if you need to print them out for your accountant, you can do so free of charge using our member resource center.
We also suggest that our members evaluate their beneficiaries, budgets, retirement plans, and investments to guarantee they are getting the most out of their accounts. Did you recently get a new job? Maybe you want to consolidate a previous 401K or IRA account? Or do you need to add or edit your beneficiaries? We can help!
Spring cleaning doesn’t always have to be a pain, at Great Basin we think the parents should get a spring break too. That’s why we offer products and services that we feel help our members the most. And of course, we are available for any questions, comments, concerns, or even if you’re feeling chatty. They say April showers bring May flowers, and we hope your Spring is as sprung as ours.Share: