News & Financial Education

What's Happening at Trailhead

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Free In-Person Tax Preparation

In partnership with MFS CASH Oregon Tax season is here, and Trailhead Credit Union is proud to partner with MFS CASH Oregon to provide free, high-quality tax preparation services for our community. As part of our commitment to your financial well-being, our Old Town branch will serve as an official tax prep site this season. Whether you need help navigating … Read On »

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Maximize Your Refund: Common Deductions & Credits Portlanders Shouldn’t Miss

Quick Summary Explore the most commonly overlooked Oregon and federal tax deductions that can increase your refund. Learn how education, childcare, energy, retirement, and renter‑focused credits work for Portlanders. Get Oregon‑specific filing tips plus discounted access to popular tax‑prep tools for Trailhead members. Which Tax Credits Might Apply to You This Year? Here’s the truth: Most people don’t get a … Read On »

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Trailhead Now Offers Up to $15 Million in NCUA Insurance

Peace of Mind, Simplicity, and Full Protection The peace of mind that comes with federally insured deposits is non-negotiable, especially for those managing significant funds. Following the banking turbulence of 2023, the question of deposit safety became a priority for individuals, businesses, and nonprofits alike. At Trailhead Credit Union, we have always been committed to the security and success of … Read On »

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Save on TurboTax® and H&R Block® This Tax Season

Exclusive discounts for Trailhead members Tax season doesn’t have to be stressful—or expensive. As a Trailhead member, you have access to exclusive savings on industry-leading tax prep services. Plus, you can save even more with early-season pricing when you file by February 28th! Bonus Reward: As a credit union member, you can also enter for a chance to win $10,000 … Read On »

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New Year. Big Goals.

How to Elevate Your Savings and Illuminate Your Future The calendar has flipped, and with it comes the undeniable energy of a fresh start. We all have big goals for the year ahead—maybe it’s saving for a down payment on a house, building a solid financial foundation, or finally securing that dream retirement. Whatever your ambition, the path to your … Read On »

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Scholarship Opportunity

Apply now for the Trailhead College Scholarship. The Trailhead Credit Union Scholarship program is now open for applications through April 15, 2026. Each year, we award a $1,000 scholarship to a primary member who is working toward a degree at any accredited 2- or 4-year college or university. Learn more and apply:   Discover other ways to finance education on … Read On »

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Is a High-Yield Checking Account Worth It in Portland? What to Know About Kasasa 

In Portland, everyday living costs can feel high, and many people want their banking to do more than handle bills and ATM withdrawals. A checking account that earns significant dividends while still providing everyday access can make a real difference over time. Kasasa Cash is a high-yield checking account offered through Trailhead Credit Union that rewards members with high dividend … Read On »

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How To Switch From a Bank to a Credit Union

If you have ever wondered how to switch from a bank to a credit union, you are not alone. Many Portlanders are rethinking where they keep their money, especially as people look for institutions that feel more personal, more transparent, and more aligned with their community. Switching your checking account or moving your accounts to a credit union might feel … Read On »

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The Trailhead Spirit: Rooted in Portland, Owned by You

A simple idea defines the heart of Trailhead Credit Union: Member-owned. Not billionaire-controlled. It’s more than just a statement; it’s the structural foundation that shapes every decision we make. It connects us directly to the unique, independent spirit of our city and ensures that our financial focus remains exactly where it should be: on you, our member and co-owner. The … Read On »