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Preparing for life’s changes and challenges is no easy task. We’re here to help you make smart financial decisions that push you to the next level of prosperity, and education is your best path to success.
Rely on us for honest, practical advice that can help you manage your money, invest and save, build good credit, buy a car or a home, and more. Whatever you’re striving toward, we’re here to help you get there.
The Latest Articles
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Does a Money Market Make Sense for You?
What is a money market account, and does one have a place in your financial plan? Find out if money markets can make sense, and cents, for you. -
9 Ways in 9 Months: Preparing for a New Baby
Learn nine practical ways to prepare for a new baby, plan for medical and delivery costs, strengthen savings, and build financial confidence for your growing family. -
Don’t Be Fooled: 7 Ways to Protect Yourself from Fraud
Don’t let fraudsters catch you off guard. Learn how to avoid scams, protect your accounts, and take control of your financial security. -
Get a Little Face Time — UFCU Your Way
There are only a few transactions that require in-person service, but we get it. Sometimes you need a little face time. Learn how to manage your finances in person with UFCU drive-thru service, ATMs, or lobby appointments. -
Smart Money Moves with Plus Checking
Follow Carlos through some savvy everyday money moves and see how Plus Checking helped him earn dividends, save on loans, avoid fees, and keep more of his money. Learn how these perks can help you reach your own financial goals. -
Spending Package Includes Sweeping Retirement Plan Changes
The SECURE Act may have the largest impact on retirement planning since the Pension Protection Act of 2006. Many provisions offer enhanced opportunities for individuals and small business owners, but there is one notable drawback for investors with significant assets in traditional IRAs and retirement plans. -
Staying Financially Sound During Illness
Should injury or illness strike, the cost of medical treatment can be almost as devastating as the impact to your health. Here are some steps you can take, both proactively and during an emergency, to reduce the financial pain of getting hurt or sick.
*Investments offered through LPL Financial. (Member FINRA/SIPC).
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Not Going Off to College? 4 Ways Students Can Adjust
If going away to college this fall is no longer in the cards, here are some ways to adjust for your gap year. -
How to Stay on Financial Track
Want the coming year to be a great one for making progress on your financial goals? Follow these tips to set your financial goals and stay on track. -
Three Tips for Managing an Inheritance
If an inheritance windfall comes your way, here are three tips for managing it wisely. -
You’ve Lost Your Job. Now What?
The loss of a job can be emotionally traumatic and financially taxing. Here are some ways to make the most of a worst-case situation. -
Navigating Finances after Divorce
A divorce can be emotionally — and financially — difficult. These steps are important to protect your assets and manage your finances.
*Investments offered through LPL Financial (Member FINRA/SIPC)
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Five Tips to Help Grads Build Wealth
When you graduate from college, you’ll likely have much of what you need to launch a career and save for the future. Consider these five financial tips for college graduates. -
Four Tips for Adapting to an Empty Nest
In these uncertain times, we have witnessed many changes in the stock market. How you react to these changes can reveal the type of investor you are, and the amount of risk you are willing to tolerate in your investments. -
The 2025 Social Security Fairness Act, Explained
The 2025 updates to Social Security laws bring significant benefits for public sector workers, teachers, firefighters, and police officers. Ensure your information is current with the SSA to maximize these advantages and secure a brighter retirement future. -
Understanding Risk Tolerance
In these uncertain times, we have witnessed many changes in the stock market. How you react to these changes can reveal the type of investor you are, and the amount of risk you are willing to tolerate in your investments. -
Make the Most of a Pay Raise
It’s tempting to simply add a pay raise to your take-home check. But here are five smarter ways to make the most of a pay raise. -
Relationships Can Last a Lifetime
Your financial advisor might not be the first person who comes to mind when you think about long-lasting relationships. But, why not? Here are three keys to establishing a lifelong relationship with your financial advisor.