Gateway Community Credit Union
INTRODUCTION
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COMMUNICATE
SHARE FINANCIALS
SET GOALS
CREATE A SPENDING PLAN
MERGE ACCOUNTS
REVIEW BENEFICIARIES
REFINANCE
Checklist
Gives you a list of the steps to merge your financial lives.
Resources
Suggests books and Web sites for further guidance. It also provides several work sheets for planning your financial future.
© 2003-2008 Credit Union National Association Inc.
