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As the new year approaches, having a clear financial plan is one of the best ways to set yourself up for success. Whether you’re managing a business or your household finances, Mechanics Cooperative Bank’s 2026 Financial Checklists are designed to help you stay organized, financially healthy, and focused on reaching your goals in the year ahead.
For Small Business Owners
As 2026 approaches, small business owners have a valuable opportunity to reset, refocus, and plan ahead with confidence. Mechanics Cooperative Bank’s 2026 Financial Checklist for Small Businesses is designed to help business owners stay organized, proactive, and financially resilient in the year ahead.
For Consumers
For individuals and families, a new year brings a fresh chance to strengthen financial habits and work toward meaningful goals. Mechanics Cooperative Bank’s 2026 Financial Checklist for Consumers offers practical guidance to help you stay financially healthy throughout the year.