Category: Retirement

A startling 33% of Americans don’t have a financial plan for the future. It’s a common misconception that making a financial plan and having a professional help you out is something only for the extremely wealthy, but people in all income brackets use a financial planner. Financial pla...

Retirement can be pricey, says a survey recently conducted by Wells-Fargo. Shockingly, 59 percent of participants questioned revealed that they don’t anticipate retiring — ever.  What’s the top reason given for reaching such a dismal conclusion? There’s not enough money left o...

Did you ever wonder what you should bring to your first meeting with a financial planner?  While it may depend on the individual we’ve put together a few items to consider. According to Market Watch approximately 62 percent of Americans don’t even have $1,000 saved. Getting your finan...

Choosing between a Roth and traditional IRA account with a Credit Union for your individual retirement plan can significantly determine your long-term savings. Therefore, it is important to understand each one of the two accounts so that you can make an informed decision when settling on one. What i...

Check out these great tips on how to manage your finances after graduating from college. You’re done with college, and now you’re ready to be on your own. But for newly minted grads who didn’t major in money management, here’s one last assignment: Summer reading to help with ...

Below are 4 Things you Need to Know to Have a Stress Free Retirement People are living longer than ever – which is great news, until you think about retirement. That is why we’ve put together the 4 things you need to know to have a stress free retirement!  According to figures from the So...