Financial Tips
For Newlyweds

1) Complete Patelco’s Checking Switch Kit. Make Patelco your primary account with free checking. You can sign up for direct deposits, earn Patelco Points* (our Rewards Program), use Bill Payer, and access your money with our free network of over 25,000 CO-OP ATMs. Learn More

2) Open a Patelco Roth IRA. Unlike the traditional IRA, there isn’t a 70 ½ age limit on making contributions. You simply need to have earned income equal to the amount you contribute up to a maximum amount set each year. Learn More

3) Set up joint credit card accounts. Apply for Visa Gold and earn Patelco Points*. Spend $1, get 1 point. As your points add up, so do the rewards. Learn More

4) Meet with a Patelco Financial Advisor** available through CUSO Financial Services, L.P. (CFS), our broker/dealer. It’s never too early to start planning for retirement, thinking about kids (and how you are going to afford to send them to college), and the lifestyle you want to have. Get answers to all of your questions. Make an appointment for a complementary consultation today.
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*$25 Annual Fee to participate in Patelco Points Rewards Program.

**Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not insured by American Share Insurance (ASI) (the Credit Union’s private share insurer) are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Patelco Credit Union and registered through CFS. Patelco Credit Union is in partnership with CFS. Member NASD/SIPC.

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