TM ON THE MONEY SPRING 2015 WHAT’S INSIDE Granting WISHes for First-Time Homebuyers 2 10 Reasons to Choose a Financial Pro 3 Clearly the Best Choice in Checking 4 Relax – Your First 3 Months Are on Us! 6 Ten Tips to Prevent Fraud 8 Spring Forward To Financial Stability One of the greatest ways to find peace of mind is to achieve a sense of financial stability. This may mean that everyday expenses are covered, debt is manageable and your future—whether that’s a new home or a new lifestyle in retirement—is bright. This quarter’s edition of On the Money is dedicated to vision-casting steps you can take toward financial stability. Need help getting into your first home? A new house is part of the American dream and often a great step toward financial TruWest President/CEO Dan Desmond stability. That’s why TruWest is thrilled to be Granting WISHes for First-Time Homebuyers who meet income eligibility requirements with up to a $15,000 down payment match! On the road to financial stability, you may find yourself facing tough questions and decisions about which route is best. So, we encourage you to check out our 10 Reasons to Choose a Financial Pro article, with great advice from our knowledgeable financial planning team. They say the best things in life are free. We believe that includes an account that promotes financial stability! For Clearly the Best Choice in Checking, look to our Choice Checking Account with surcharge-free ATMs, free checks and a free personalized debit card! Next, it’s time to shift into greater financial stability in your monthly budget. You can refinance your auto loan with TruWest to get a lower rate and more affordable payment. We even offer the first 90 days with no payments, so you can Relax—Your First 3 Months Are on Us! Finally, we would be overlooking a key part of financial stability if we did not share our Ten Tips to Prevent Fraud. After all, your identity is priceless and should be safeguarded against identity thieves. We want you and your personal information to remain secure. Whatever your ideal vision of financial stability looks like, we invite you to share it with our dedicated team. As a valued member, we are eager to see how we can help you prosper.
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