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Financial Caregiving

Get Started Customized Playlist
  • Quick and easy-to-understand playlists with lots of topics
  • Tips to put into action
  • Strategies to improve your finances
Quick and easy-to-understand playlists with lots of topics
Tips to put into action
Strategies to improve your finances
Just Starting Out Loans and Lending Investing Financial Caregiving Retirement Planning Savings and Budget Small Business Essentials

Needed Advice for Those Caring for Loved Ones.

Welcome to WCCU’s Financial Education Center.  Simply, choose one of the topics below and start learning. 
You can also create your own playlist based on your specific needs.

If you have questions or more complicated financial concerns, WCCU has Certified Financial Counselors on our staff that are trained to help you find the solutions you need.

Preventing Elder Fraud

Learn strategies that may prepare you to prevent elder financial fraud from happening to you or a loved one. (6 min)

Learn More: Preventing Elder Fraud

Reporting Elder Financial Abuse

Learn what steps to take to report suspected elder financial abuse. (5 min)

Learn More: Reporting Elder Financial Abuse

Planning for a Caregiver

Learn about the benefits of planning for financial caregiving and what you need to get started. (5 min)

Learn More: Planning for a Caregiver

Expectations of a Financial Caregiver

Learn about the responsibilities of a financial caregiver. (5 min)

Learn More: Expectations of a Financial Caregiver

Becoming a Caregiver

Learn more about becoming a financial caregiver. (6 min)

Learn More: Becoming a Caregiver

Estate Planning

Explore the purpose of estate planning and how it can be used to secure your future. (6 min)

Learn More: Estate Planning

Westerly Community Credit Union is a full-service credit union with Rhode Island branches in Westerly, Richmond, Wakefield, and Coventry.

I joined because they have a great staff that are willing to work with you when life hits you hard, especially when you’re a student.    
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I joined because I wanted all the perks of a big bank but with a small-town feel. Plus, it is my community and the best bank for me!    
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I joined because my mom and dad use WCCU. They loved it so I joined, and I love it. They are so nice and helpful- great people at all the branches.    
 
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