You’ve worked hard your whole life anticipating the day you could finally retire. First of all, congratulations if that day has arrived! You’ve spent a lifetime accumulating your retirement assets, and now it’s time to put them to work. Reaching retirement comes with the realization that you’ll need to carefully manage these assets so that
If you are a young adult just starting your first job, chances are you face a number of different challenges. College loans, rent, and car payments all may be competing for your hard-earned yet still entry-level paycheck. How can you even consider setting aside money in your employer-sponsored retirement plan now? After all, retirement is decades
Every year, the United States declares September as National Life Insurance Awareness Month. That’s because there are few things more important than making sure that our loved ones, our charities, our estates, etc., are properly taken care of in the event of our death. The CFS* Financial Advisors here at Elevations Credit Union are life
Retirement preparation is one of the most important, yet overlooked phases of our lives that many people simply don’t pay attention to. The fact is that the 10 years prior to your retirement are the most critical and will be more important than all of the previous years in ensuring a smooth and stress free
Long term care is a topic that we are getting more and more questions about and is fast becoming one of the largest parts of the body of work and planning that we do for our clients and members.
As we start a new year there is never a better time to begin to get your financial house in order. One of the best ways to do this is with the help of a financial plan
As we near the end of the year, many people start to think about whether it makes sense to retire now or keep their career going. There are quite a few considerations to make. One of the most important things to do is to sit down with your financial advisor and make certain that your plan is in place. This blog provides information from our partners at Broadridge that discusses many of the critical elements that should go into your decision.
Your investments don’t only have to serve you – they can serve causes and organizations you believe in. This concept is especially resonant for our team of CFS* Financial Advisors at Elevations Credit Union, where we give back to the community and act in the best interest of our membership. In this article prepared by Broadridge, learn about some of the ways to approach investing through a socially conscious lens.
May is Disability Insurance Awareness Month, so it’s the perfect time to consider how your disability insurance policy factors into your overall financial plan. According to the Council for Disability Awareness, just over 1 in 4 of today’s 20-year-olds entering the workforce will become disabled for three months or more before they retire. Disability insurance
According to the Bureau of Labor’s Consumer Price Index, from December 2005 to December 2015, the average cost of a college education has gone up 55%. With the ever rising costs of tuition, it’s important to start saving early for your child’s college education. Read on for an overview of various ways to save for
