Bright Horizons

Page 1

Fourth Quarter 2023

BRIGHT HORIZONS 2 Message from our President & CEO

Strategies for today’s homebuyers

More benefits when you bundle

Your business partner matters

Maximize wealth for your beneficiaries

Gift more, stress less: Holiday budgeting and shopping The holidays are just around the corner. By adopting effective budgeting and spending strategies, you can achieve a stress-free holiday shopping season.

Budget wisely

Shop smarter

Take a disciplined approach with your list and budget You made your list and you checked it twice. Only include the people you need to shop for and items within your budget. Be realistic and review your current financial situation so you don’t get carried away.

Round-Up your purchases as a gift to future you Enroll in Round-Up1 — we’ll round up your debit card purchases and deposit the change into a GECU savings account of your choice, including Thrive. We’ll even match 5% of those rounded-up funds each month, up to $350 a year.

Interest-earning savings account If you’re currently saving for the holidays, you can grow your balance by placing it in a high-yield savings account. You'll earn more on your savings and have some additional money to spend on holiday cheer. Open a Thrive Money Market account and start earning on any balance. Visit: gecreditunion.org/Thrive

Earn rewards when you pay with a credit card What’s better than buying gifts for others (and let’s be honest, buying yourself some things, too)? Earn cash back or points with a rewards credit card to get more out of your purchases. Check off your family’s wish list with one of GECU’s low-rate credit cards. Visit: gecreditunion.org/credit-card-rewards to find your perfect match (plus a great introductory offer). If you already have a GECU card, reacquaint yourself with all the perks that come with your card to prepare for the holiday shopping season.

Scan to compare GECU’s low-rate credit cards.

Round-Up: Round-Up is available with a General Electric Credit Union (GECU) Simple Free, Choice, or Amplified High-Yield Checking account and GECU savings or money market account. Upon enrollment in Round-Up and when using your GECU debit card (provided with your GECU checking account), we’ll round up each purchase to the nearest dollar and transfer the difference from your checking account to your GECU savings account of choice daily. The 5% savings boost match will be paid on the sum of rounded up transfers at month end with an annual match limit up to $350; match is reportable on IRA Form 1099. We may cancel or modify the Round-Up service at any time without prior notice. Round-Up is not available for business debit cards.

1


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.