Educational Employees Credit Union
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  INTRODUCTION
  COMMUNICATE
  SHARE FINANCIALS
  SET GOALS
  CREATE A SPENDING PLAN •
  MERGE ACCOUNTS
  REVIEW BENEFICIARIES
  REFINANCE




Ground Rules:

  • Check with your partner before making a large purchase.


  • Establish who will track spending, review statements, and pay bills.
Make it a date each month to review your spending plan, track your progress, and celebrate your success.
© 2003-2008 Credit Union National Association Inc.
NCUAEqual Housing Lender