With all the buzz around the fiscal cliff, what tends to get overlooked is a tax that will definitely take effect in the new year.
As a financial adviser specializing in retirement planning and retirement income planning, I work every day with baby boomers. So, I am acutely aware of members’ concerns about the current economy and its impact on their future needs.
If you offer health savings accounts, chances are baby boomers will be familiar with key basics before they approach the credit union.
Competition is one the cornerstones of the business and economic world. Merriam-Webster defines competition “as the efforts of two or more parties acting independently to secure the business of a third party by offering the most favorable terms.”
How members view their retirement plans in a new economy presents not only an opportunity but an obligation for credit unions to fulfill.
With the futures of Medicare and Social Security main topics in this year’s election, baby boomers are surprisingly more concerned about another issue.
WASHINGTON — Sen. Bernie Sanders (I-Vt.) reaped raspberries at NAFCU’s Congressional Caucus when he criticized a GOP plan to replace Medicare.
Free sessions focus on benefits, changes.
A few weeks ago, I attended a regularly scheduled board meeting at a credit union. The CFO was delivering his financial report that included the line item reflecting the cost for employee health care. There was a discussion about this important issue and the impact it was having on the...
There are lessons to be learned about the ongoing debate that are applicable to all of us.