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Back-to-School Financial Check-In: Time to Reassess

Back-to-School Financial Check-In: Time to Reassess

 

As summer comes to a close and Labour Day signals the unofficial start of fall, many of us at OCU recognize the common financial concerns that arise this time of year. With back-to-school shopping behind us and students heading off to college, it’s easy to feel the financial strain. The start of fall is a perfect time to take stock of your financial situation and ensure you’re set up for success.

OCU’s CEO Greg Sol recently chatted with Brock Jackson at Bounce Radio about how to navigate some of those challenges.

Listen to the interview here.

Why Now is a Good Time to Reassess

While any time is a good time to talk finances, we understand that fall often triggers the need to refocus. Whether it’s lingering vacation expenses, unexpected back-to-school costs, or just the changing season, this time of year can be financially stressful for many people. With inflation still affecting household budgets, it’s important to address these concerns before they become overwhelming.

At OCU, we’re here to help our members and the wider community through these challenges. Financial advice can be overwhelming, especially when there’s a lot of information out there that may not apply to your situation. Getting expert guidance can make all the difference. We can provide accurate advice based on Canadian financial regulations and offer tailored banking solutions to meet your needs.

Simple Tips for Financial Peace of Mind

If you’re feeling the need to reassess your finances but aren’t sure where to start, our team is ready to help. Whether you’re wondering if you can afford to retire, are considering buying a home, or need to review your budget after a busy summer, we’re here to answer your questions. And if the timing isn’t quite right for your goals, we can help you create a plan to get there.

Support for Students and Parents

For students preparing for a new school year, or parents feeling the financial weight of college expenses, this can be a stressful time. Our team is here to offer support and provide solutions to make this transition smoother. We want you to focus on the future and worry less about immediate financial concerns. Whether you need advice on student loans, personal loans, or education savings, we can guide you through the options.

At OCU, we pride ourselves on helping both members and non-members alike. You don’t need to be a member to come in and chat with us about your financial situation. If you’re looking for guidance, our door is always open.

Let’s Get Ready for Fall, Together

As we move into fall, now is the perfect time to take a fresh look at your finances. Whether you’re planning for the future or need help managing recent expenses, OCU is here for you. We’ve been helping people in our community for years, and we’re always happy to share our expertise on mortgages, investment options, debt consolidation, and more.

We look forward to supporting you through this season and beyond!

Book an appointment today!