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Estimating retirement income needs
Planning Retirement Retirement Planning & Investments The CFS* Team

Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your […]

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Planning Retirement Retirement Planning & Investments The CFS* Team

6 Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid. 1. Consider the pros and cons of a rollover The first mistake some people make is failing to consider the […]

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Mature couple looking at a laptop
Planning Retirement Retirement Planning & Investments The CFS* Team

Staying on Track with Your Retirement Investments

Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time. You wouldn’t expect to be able to play the piano without learning the basics and practicing. Investing for your retirement over the long term also takes a little knowledge […]

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

Setting a Retirement Savings Goal

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation. How much do you need to save? One commonly cited guideline is that […]

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retirement savings
Retirement Elliott

March Wealth News

CONSUMER SENSE Information from Workers Credit Union’s Retirement Planning & Investment Center through CFS* to help keep your financial life in balance. Successfully Transition into Retirement Are you thinking about the next chapter in your life? The first step to ensuring your transition to retirement living goes smoothly is to be prepared. For many workers, […]

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