Simplify your finances with these easy steps that let you take control of your financial future.
- Have your paycheck or government check deposited directly into your BB&T checking account.
- Establish a regular savings program by having $300 (or some other amount) transferred into a BB&T eSavings account each month.
- Have your auto loan and credit card payments automatically debited from your checking account.
- Establish a home equity line of credit for unexpected expenses.
- Set up a dollar cost averaging purchasing program for mutual funds.
- Save for a child’s college education with an automatic transfer to a Coverdell Education Savings Account (Education IRA) or a Section 529 Plan.
- Review your 401(k) elections to make sure you are taking full advantage of the program.
- Commit to having a financial review, including your estate plan and investment strategy, within the next three months. Your BB&T Relationship Banker can put you in touch with an advisor right for you and your situation.
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The information provided is not intended to be legal, tax, or financial advice. BB&T cannot guarantee that it is accurate, up to date, or appropriate for your situation. Financial calculators are provided to assist you in estimating the approximate costs associated with any bank activity. Your actual costs may vary. You should consult with a qualified attorney or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situation.
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