Being an advocate in your financial well-being
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It’s easy to get complacent about your finances. However, now more than ever, it is important to be an advocate in your journey to financial well-being. Just like you are an active participant in your healthcare, you have an important role in your finances. By being involved in your own financial health, you not only gain a greater sense of control but have an increased confidence over your decisions – putting you on a path to living well.
- Review your statement.
And review it often. Don’t just wait for your monthly statement before reviewing your transactions. Numerica provides tools like a mobile app, Online Banking and text banking to view new transactions and charges. The sooner suspicious charges are detected, the easier it is to take care of it.
- Know the tools available to you.
Create alerts for balances or when charges occur at certain vendors. Enable automatic overdraft transfers from a savings account to prevent fees. Create budgets in Online Banking or reports to track cash flow or spending. These are just a few examples of the tools and services Numerica provides to help you master your finances.
- Speak Up.
See a charge that doesn’t make sense? Don’t understand a transaction? Worried about the retirement landscape? Don’t be afraid to be the quarterback of your financial team – you call the shots, and Numerica is here to support you.
- Don’t be afraid to ask questions.
In a digital world it’s important to remember the human element. Whether it’s talking about different loan options, asking for advice on ways to budget or even demonstrations on how to use tools like the mobile app or setting up Bill Pay, your questions are important.
You will always have a relationship with money, you might as well make it a good one. The Numerica team is here to help. Find the branch near you.