Money Matters

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Browsing: Retirement

The Credit Union helps you plan for retirement with up-to-date news and savings strategies. Reach your savings goal for a stress-free retirement.

Financial Wellness
The 2×2 System: A Yearly Financial Wellness Calendar. November.

or most people working for a company, a significant part of the job is sifting through a whole lot of emails to determine which contain vital information. That means a bunch of potentially useful stuff—like updates on employee benefits—gets weeded out simply because there’s not enough time to engage with everything. But now, during this month when open enrollment typically happens, give yourself time to review the offerings for each of these potentially valuable employee benefits:

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Financial Wellness
When Should You Take Social Security?

Filing for Social Security benefits as soon as you can may seem like a good idea at first. The money is there, for the taking, and it is likely a substantial addition to your monthly budget. But be careful: When you decide to file for your benefits is one of the most critical financial decisions of your life.

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Financial Wellness
Creating A Retirement Budget That Works

f you are nearing retirement, many decisions are coming your way, from where you will live, to how you will fill your suddenly idle hours. One of the most critical retirement decisions involves your finances. Without a steady paycheck, you will be responsible for creating an income that will sustain your lifestyle.

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