News & Financial Education

What's Happening at Trailhead

Take Control of Your Finances with Insights Money Manager

Unlock Financial Clarity: Insights is Now Available Take control of your financial future with Insights, our free money management tool now available within Trailhead’s digital banking. Effortlessly monitor your cash flow, set personalized financial goals, plan your monthly budget, and track your net worth—all in one place. The power of Insights extends beyond your Trailhead accounts. Seamlessly integrate external accounts, … Read On »

Trailhead Annual Meeting April 16, 2025

As a member and equal owner of the credit union, you’re invited to attend our Annual Meeting on April 16. You’ll learn about Trailhead’s financial position and vote to elect candidates to our volunteer Board of Directors. Please remember that only primary members — meaning your name is the first name on the account — are eligible to vote for … Read On »

The Portlander’s Guide to Using Your Credit Union for Small Business Banking

If you reside in Multnomah County, Ore., chances are you’re a customer, employee, or owner of a small business. The Portland Metro Chamber defines small businesses as firms with one to 50 employees. According to the Chamber’s “2023 State of Small Business” report, 94% of business establishments in Multnomah County are small businesses. Forty-one percent of small businesses in Portland … Read On »

How Portland’s Gig Economy Workers Can Manage Their Finances

The gig economy offers flexibility and freedom, but it often comes with financial uncertainties. Managing irregular income while ensuring long-term financial health requires thoughtful planning. According to neilsberg.com, Multnomah County has consistently been the leading contributor to Oregon’s gig economy, growing by 23 percent from 2012 to 2019. While 2024 data specifically for Portland is limited, estimates suggest continued growth … Read On »

Scholarship Opportunity

Apply now for the Trailhead College Scholarship. Deadline Extended to April 30, 2025 The Trailhead Credit Union Scholarship program is now open for applications through April 30, 2025. 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:

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

Exclusive Member Discounts – Just for you! This tax season you can now get the biggest savings on tax prep services and expert tax help. Plus, as a credit union member you can enter for a chance to win $10,000 in the Love My Credit Union® Rewards Tax Time Sweepstakes. TurboTax – Get a bigger discount this tax season with … Read On »

Top Tips to Avoid Holiday Scams

The holiday season is a time of joy, cheer, and unfortunately, increased opportunities for scammers. As online shopping and digital payments become more prevalent, it’s crucial to stay vigilant and protect your hard-earned money. Here are some top tips to help you avoid holiday scams and safeguard your finances: 1. Be Wary of Phishing Emails, Texts, and Phone Calls Don’t … Read On »

Top 3 Certificate Saving Strategies: Which One is Right for You?

What is a Certificate Account? A certificate account, also known as a certificate of deposit (CD) in banking, is a type of savings account that holds a fixed amount of money for a set period (the “term”) and, in return, pays interest on a specified rate. During the term, the account holder agrees not to withdraw the money without facing … Read On »

10 Mistakes to Avoid When Buying a New Car

 In the market for a new or used vehicle? With more to be mindful of besides the initial cost, a vehicle is one of the most expensive purchases many of us will make. So before heading out to the car lot, check out this list of 10 common mistakes to avoid when buying a new car: 1.   Failing to Set … Read On »

Your Ultimate Guide to Deposit Accounts

What is a deposit account? A deposit account is simply an account where you can safely store money. In this deposit account guide, we’ll look at various forms of deposit accounts, how to use them, and how they can help you reach your financial goals. First, here’s a glossary of terms associated with deposit accounts: Annual Percentage Yield (APY): The … Read On »