Retirement: Common Myths & Mistakes Seminar on 2/19

You’re invited to join us February 19 at 6pm for a complimentary look at your retirement options. There’s no doubt the economy is slowly improving, but that doesn’t mean we individually are feeling secure. Some may fear they may never be able to retire. In this seminar, Dean Eisenbraun, Financial Advisor at Point West will discuss ways to get your … Continue reading


Financial Wellness: Get The Most Out of Your Tax Refund

The beginning of the year means it’s tax time! Are you expecting a substantial income tax refund this year? Rather than having those precious dollars be absorbed into your normal spending routine, get the most out of your refund with these money-saving ideas. Pay down high interest loans and lines of credit. With average annual interest rates for credit cards … Continue reading



Point West Receives CDFI Certification

We are excited to announce that Point West has received its CDFI certification from the US Treasury’s Community Development Financial Institutions (CDFI) Fund. The certification is a reflection of Point West’s mission of promoting community development and providing development services in conjunction with its financing activities. CDFI certification will allow your credit union to better serve the low and moderate-income … Continue reading


Financial Wellness: Baby, It’s (Getting) Cold Outside

Fall is here, and that means say goodbye to sunny weather and lemonade stands and hello to rain and cozy sweaters. Save energy costs this season by following these simple tips from BALANCE. Sealing Cold air can get in around the sides of windows, doors, and vents. If you hold a piece of tissue near the frames inside on a … Continue reading


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