SAFE Credit Union
The most important aspects of any successful marriage are honesty and openness. And, those just happen to be the two most important rules for a successful joint financial plan. Talk honestly with your new spouse about your goals for the future and your financial frustrations. And, listen to your spouse when he or she tells you the same. Take a few steps together to chart a course for a financial future that makes you both happy. · Discuss your financial personalities, and then assign financial responsibilities accordingly. Set joint financial goals and create a new budget. Make a plan to pay off debt and start a savings fund.rules of engagementFederally insured by NCUA. Stop by your local SAFE branch for a free financial checkup to help improve your new family’s well-being. Achieve your goals with financial services designed especially for engaged couples and newlyweds, including: low-rate SAFE Wedding Loans, first-time homebuyer programs, free joint checking accounts, and much more. Apply or learn more online at safecu.org, at any SAFE branch, or by calling (916) 979-7233 or (800) SEE-SAFE.