Tips & Tools

We’re Here To Help You Thrive And Prosper.

Finding quick, easy tools and easy to understand financial information can be hard—especially in one manageable, concise location. CU SoCal has brought together a wealth of resources to make your journey and navigation through the financial world a bit easier. With calculators, worksheets, educational resources, and finance basics, we hope to take some of the stress out of finding your way through the financial maze.


Knowledge Is Power.

We know that being well-educated in financial matters allows you to make better decisions and achieve more financial success. As your financial partner, CU SoCal is committed to providing you with valuable, convenient access to a full array of financial information and resources to enhance your financial knowledge and empower you to make healthy money-matter decisions.

We also know that finances are not always straight-forward and can be daunting at times. Let us help! If you are concerned with any aspect of your current financial situation, below are a few simple steps you can take to help improve your financial fitness.

Take Responsibility and Action, Now.

It can be difficult to face financial struggles, but the sooner you acknowledge and address your concerns, the easier it will be to manage and improve your situation. If you’re concerned about your finances, act now by contacting your lender. Walking away from debt, allowing your home to be foreclosed, or declaring bankruptcy will negatively impact your long-term financial future. Instead, take action today by contacting your lender to discover better options and solutions.

Review Your Credit Report.

Californians may receive one FREE credit report a year from the three national credit bureaus, Equifax, Experian, and TransUnion. Keep informed of your credit score and monitor recent changes and activity to ensure that your sensitive credit information is secure. To request your FREE report, visit www.annualcreditreport.com, or call 1.877.322.8228. This is the only truly FREE credit report available to you, although there are other companies that offer free credit reports as a part of an additional paid service.

Consult with a BALANCE Advisor.

CU SoCal partners with BALANCE Financial Fitness to offer you FREE and confidential financial counseling and education. The trusted counselors at BALANCE can assist you with developing a workable spending and savings plan, getting out of debt, analyzing your credit report, buying a home, planning for your financial future, and more. As a Member of CU SoCal, this valuable service is available to you at no cost.

Attend a FREE Workshop.

CU SoCal regularly offers FREE educational workshops on a wide variety of financial topics from buying a home to digging out of debt, to setting up a budget to retiring without worry.

Track Your Expenses/Create a Budget.

By tracking your expenses, you can monitor your financial spending and create a budget.

Contact Us.

We’re listening and are here to help. If you have financial concerns, call us today for confidential assistance. You also have access to a wide variety of online educational articles and helpful links as resources to assist you.



Feel Secure At CU SoCal.

Protecting our Members’ personal financial information is very important to us. Because there is an ever-growing number of ways criminals can commit fraud, we’re committed to keeping our Members informed. That’s why we’ve compiled resources and information that will help you recognize and report potential fraudulent activity.


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