Financial Wellness Program

Become a Select Employer

A financial wellness resource provided by Sharefax!

Sharefax offers free and low cost financial services along with financial education and credit counseling!

FREE Health Savings Accounts
FREE Checking Accounts
FREE Online Banking / Mobile Banking
Great rates on auto loans & mortgages!

DOWNLOAD AND COMPLETE THE APPLICATION TODAY!

A WEALTH OF BENEFITS

LUNCH-N-LEARN EVENTS

Sharefax will host financial wellness seminars around topics to promote financial health to your employees. From student loans, retirement, mortgages, and loans, these lunch and learn events can be customized to your employees’ needs.

SCHEDULE TODAY

MONEY ED

Whether you’re looking to start a checking account, obtain a loan, or learn more about personal finance, each course will prepare you to make wise financial choices. Welcome to MoneyEd: A Personal Finance Program.

PERSONAL MONTHLY BUDGET

There’s no underestimating the importance of formulating a budget. It’s a process that helps you develop the self-discipline you’ll need to manage your money and keep needs, wants and desires in their proper relationship.

LEARN MORE ABOUT BUDGETING

SHAREFAX HEALTH SAVINGS ACCOUNTS

A Health Savings Account (HSA) in conjunction with a high-deductible health plan (HDHP) is a savings account for you and your family’s healthcare costs that gives you control and choice. You’ll start by using the HSA to save for eligible medical costs that year and you can keep on investing each year, putting in money tax free and earning interest tax free. Plus, your account is portable, sticking with you if you change jobs or move towns, and all your contributions are deductible on your income taxes. When you make it to retirement you can use the funds that have built up as a retirement account with all the same benefits as any other IRA. Contact Susanne Tulloss to sign up at stulloss@sharefax.org or call 513-753-2440 x 8511.

COMMUNITY JOB BOARD

Sharefax is offering this as a perk to our Select Employer Group partners. If you would like to add your company to the "Now Hiring" list, please complete the form below. Sharefax will add your company name along with a clickable link to your careers page. If your company is not a Select Employer, no worries. It is simple to join Sharefax's Select Employer Group and it's FREE! Contact Susanne Tulloss to sign up at stulloss@sharefax.org or call 513-753-2440 x 8511.

SPECIAL FINANCING

Our Special Financing is designed for our members who may have gotten off track with their personal finances and need help to reestablish their credit or are in need of an emergency loan. In conjunction with Trinity Debt Management, Sharefax Credit Union has created a money management educational program for our members with credit problems. Some members, who do not qualify for a loan under our current lending policy, can complete a credit management session and be automatically approved for a loan with certain restrictions.

HAVE YOU BUILT YOUR NEST EGG YET?

Have you started to consider what you’d like your lifestyle to be after retirement? These are important questions to address when thinking about retirement and your future. Sharefax Credit Union Individual Retirement Accounts (IRA) are a great option to help save and provide potential tax advantages. We offer Traditional and ROTH IRAs for your convenience. Does your employer offer any retirement options such as a 401(k), 457 or 403(b) plan? If your employer offers you a retirement plan, you need to consider taking advantage of this opportunity and make recurring contributions.

SHAREFAX FINANCIAL RESOURCES

Trinity Debt Management

If your debt has you down, CALL 800-758-3844 NOW or start your FREE debt analysis today!

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Sharefax Financial Services

Whether your concerns are the need for safety, growth, more income, taxes, long term care needs, or estate planning, we will customize a plan to help meet your various needs.