WINTER 2023
WHAT ARE YOU
IN THIS ISSUE:
SAVING FOR THIS YEAR?
What Are You Saving for This Year? Make Your Financial Resolutions for 2023 Suncoast Gives Back for Pay It Forward Day Home Financing to Meet Your Needs Give $25 and Get $25 When You Refer a Friend to Suncoast Make Sure you’re on Track with Suncoast Investment Services Get Ready for Tax Season Free Financial Education Service Center News Let’s Connect
As you make your resolutions for 2023, don’t forget about savings! Whether you want to save for something specific or simply put away money for a rainy day, we make savings a snap! Simply consider whether you are saving for a short- or long-term goal, then check out our suite of savings account options to find the best match: HAVE YOUR SIGHTS SET ON TRAVEL? Open a savings account specific to your vacation goals! WANT TO EARN MORE FROM YOUR ACCOUNTS WITHOUT TAKING ON THE RISK OR VOLATILITY OF THE MARKET? A Suncoast Share Certificate typically outperforms the Florida and national average, helping you earn more!
DO YOU NEED TO BUILD A RAINY-DAY FUND? Open a money market account and automate your savings by having a portion of your paycheck directly deposited into your savings account each pay period. When you’re ready to open your new account, simply log in and go to “Open and Apply” to open your new account in minutes!
MAKE YOUR FINANCIAL RESOLUTIONS FOR As the New Year begins, take time to think of your financial goals for 2023. Once you have your goals in mind, it’s easy to put a plan in action.
Your savings are federally insured up to at least $250,000 and backed by the full faith and credit of the United States Government National Credit Union Administration. Equal Housing Opportunity.
No matter what your financial resolutions for 2023 may be, we want to help you reach them! As a Suncoast member, you have access to a ton of free financial resources to make life easier. Visit suncoastcreditunion.com for free online courses, workshops, webinars, blog content, financial counseling, and so much more!
HOME FINANCING
TO MEET YOUR NEEDS
As interest rates rise, it’s more important than ever to find low rates on mortgages, home equity loans, or refinancing. We’re proud to offer affordable solutions to all of your home financing needs! If you’re buying a home this year, check out the low rates on our adjustable-rate mortgages (ARMs). If you need funds for an important life event, debt consolidation, or other needs, our home equity loans offer low rates and excellent terms.
SUNCOAST GIVES BACK FOR
PAY IT FORWARD DAY
Every October, Suncoast celebrates Pay It Forward Day, a day where our employees give back to the communities we serve through volunteering. In 2022, we decided to continue our 9th annual Pay It Forward Day through the rest of the year since so many of our communities were impacted by Hurricane Ian. Our employees did donation drives and on-site volunteering for organizations across the state. Team members could choose which organization to help based on their own passions and our Suncoast values. This allowed us to help many different nonprofits, like animal shelters, mental health organizations, elder care, youth farming, and so much more! We look forward to another year of making a positive difference in 2023!
Head to suncoastcreditunion.com for more information about our home financing options or log in to your account to apply today.
Earn money for you and a friend when you refer friends and family to Suncoast! This is an online offer, so here’s how to get your personalized link and start earning money:
GIVE
$25
Visit love.suncoastcreditunion.com and enter your email address G et your personalized referral link through email and share with your friends
AND
GET
W hen your friends join Suncoast using your personalized online link and open a new checking account, you’ll each earn $25*
$25 When You Refer a Friend to Suncoast
You can earn up to $500 a year through referrals, so don’t miss out! Visit love.suncoastcreditunion.com today to share the love and get rewarded for it!
*For the Referrer and their Referee to qualify for the $25 referral reward, they must be over the age of 18. The Referee must open a new membership and checking account at the time of membership opening with an annual percentage yield of 0.05% and 0.01% respectively. Minimum deposit required for membership of $5.00. The referral rewards will be sent to you via digital gift card within 30 days of account opening.
MAKE SURE YOU’RE ON TRACK WITH This is the time of year for resolutions. With retirement just around the corner, we’d like to suggest one—better positioning your investments. Suncoast Investment Services can help by compounding the long-term trends that can make a real difference over the course of several years. GET STARTED WITH AN END-OF-YEAR REVIEW. We’ll see where you stand and seek to optimize your investments to help ensure you live the future you’ve been working toward all these years. SEEK TO PROTECT YOUR WEALTH AGAINST MARKET FLUCTUATIONS. Together, we can create a wealth management strategy designed to weather short-term market declines and remain focused on your long-term goals. ENJOY PERSONAL SERVICE AND FOCUSED ATTENTION. We can help with every aspect of your financial roadmap and help you decide how to invest and manage assets as your needs and your lifestyle change. MAKE THE RIGHT FINANCIAL DECISIONS TODAY. Whether in person or virtual, our team of professionals is ready to help. Schedule your no-cost, no-obligation consultation today.
VISIT
Invest.SuncoastCreditUnion.com
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Suncoast Credit Union and Suncoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suncoast Investment Services, and may also be employees of Suncoast Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union or Suncoast Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Suncoast Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Suncoast Credit Union for these referrals. This creates an incentive for Suncoast Credit Union to make these referrals, resulting in a conflict of interest. Suncoast Credit Union is not a current client of LPL for advisory services. Please visit LPL.com/disclosures/is-lpl-relationship-disclosure. html for more detailed information.
GET READY FOR
TAX SEASON
Tax season is here, but don’t stress! As a Suncoast member, you have resources available to make tax season a breeze. Enjoy exclusive member discounts on TurboTax® and H&R Block® tax services by visiting our website before you file your taxes. To learn more, visit suncoastcreditunion.com/tax-services Each year, many families do not receive Earned Income Tax Credit (EITC) dollars that are entitled to them because they don’t know how to claim the credit or don’t file an income tax return. Free income tax return preparation from the Voluntary Income Tax Assistance (VITA) program can help with that. For more information about the (VITA) program, such as where to find a VITA site near you, who qualifies for free tax prep and what you should bring with you to your appointment, please call 2-1-1 for your local United Way office or visit www.irs.gov/individuals/free-tax-return-preparation-for-you-by-volunteers *Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2022. Discount applies to TurboTax federal products only. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.
FREE FINANCIAL EDUCATION You deserve to have all the tools needed to make your financial life stress-free and prosperous. That’s why we offer a ton of FREE resources to help you learn about all areas of your finances, such as: • Free online financial education courses • Free financial workshops and webinars • Blog articles, infographics and videos that cover financial topics Head to suncoastcreditunion.com today to start your free financial learning journey!
SERVICE CENTER NEWS LET’S CONNECT New drive-thru hours in Brooksville as of January 30th: Monday – Thursday, 8:30 a.m. to 5:00 p.m. Friday, 8:30 a.m. to 6:00 p.m.
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Brooksville Service Center 18915 Cortez Blvd
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