MADISON, Wis. — With the aim of helping members become more proactive in their retirement planning, CUNA will launch a new Web site next month to assist with their efforts.
Developed by CUNA's Center for Personal Finance, Plan It is an online toolkit designed for 40- to 60-year olds seeking more in-depth information on retirement planning by letting them choose the formats that fit their learning styles and needs. The interactive tools will help members create a personal profile, adjust variables to see how changes made now can improve finances later, and participate in real-time ask-the-audience responses to real-life couples dealing with pre-retirement challenges, according to CUNA.
Members also can track their own retirement savings, print personalized charts, and make their own retirement to-do checklists. Information also will be provided as articles, tips, videos, podcasts, blogs, and more.
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