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Financial Planning Center

It's never too soon to start planning for your future. Whether you are a parent planning for your child's education, a recent college graduate striking out on your own for the first time, or a professional in need of estate planning assistance, Star One is here to help.

We've centralized all of Star One's planning resources right here - making your planning tasks just a little easier.

  • Did you know that you can find out the status of your tax refund? You can check on both Federal and State (California) refunds.

Senior & Special Services Center - This resource page is designed to help you solve problems related to your computer and your Internet browser, access services for the disabled, and point you to other sections of Star One's web site that will answer questions regarding products and services that are designed with you in mind.
 

Financial First Aid Kit - The National Credit Union Administration (NCUA), U.S. Department of Homeland Security Citizen Corps, Federal Emergency Management Agency, USA Freedom Corps, and Operation HOPE, Inc. have teamed together and unveiled the Emergency Financial First Aid Kit (EFFAK).

Provided by the NCUA, the Emergency Financial First Aid Kit is a simple tool designed to help Americans minimize the financial impact of a natural disaster or national emergency. It helps you identify and organize key financial records and serves as a quick reference to your most important financial documents.

 

Balance Financial Fitness Program - Is your current financial situation leaving you feeling overwhelmed? Balance provides professional education and counseling in all aspects of personal finance. Their goal is help you avoid or resolve financial distress before things get out of hand, and to provide information and assistance to help you achieve your financial goals.

Planning Ahead - Offers suggestions for getting started with your estate planning and how to execute your wishes and goals in the event of your incapacity or death. We provide an outline of information and documents you may need, estate planning account types, a list of helpful resources & checklists, and an introduction to Star One's Beneficiary/Retiree Services Group.

Home Loan Section - Are you thinking about purchasing a home? Is it time to refinance? Would you like to remodel? Our Home Loan Section discusses everything you need to know about purchasing, refinancing, mortgage types, and home equity.

Financial Road of Life - No need to feel lost when it comes to long term planning. The Financial Road of Life presents you with many of life's important financial scenarios, expected and unexpected, and provides information on how to manage them effectively. From here you may access our IRA Service Center, too.

Calculators - Star One offers a complete suite of home & consumer loan calculators, IRA wizards and retirement planners. Give them a try!

 

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