Dad with daughter on his shoulders taking a selfie in front of a body of water and mountain range
Personal Banking Briana Nobrega

Dream It and Achieve It: How to Set and Attain Financial Goals

What Are Your Financial Goals? If you had to choose between sitting down at the kitchen table and setting goals or sitting on the beach in the Caribbean, you would probably choose the beach. But how would you pay for the airfare? Hotel? Food? Souvenirs? Goal setting in and of itself may not be exciting […]

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Setting investment goals
Investments Planning Retirement Retirement Planning & Investments The CFS* Team

Setting and Targeting Investment Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re […]

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Investment planning basics
Planning Retirement Retirement Planning & Investments The CFS* Team

Investment Planning: The Basics

Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step–getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich. The fact is, there’s nothing complicated about common investing […]

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Creating an investment portfolio
Investments Planning Retirement Planning & Investments The CFS* Team

Creating an Investment Portfolio

You want to start investing. You’ve seen the commercials about investing and trading online, set your goals, and Googled all of the financial language you can think of. You’re basically a Pro now. But, how do you actually go about creating an investment portfolio? Which investments are right for you? Should you consult a financial […]

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retirement savings
Retirement Elliott

June Wealth News

CONSUMER SENSE Information from Workers Credit Union’s Retirement Planning & Investment Center through CFS* to help keep your financial life in balance. Transitioning to Retirement For most of us, planning for retirement is not on top of the “To Do” list. Fortunately, with a little preparation and careful planning, you may be able to avoid […]

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