MADISON, Wis. — Two of the country's most courted demographics continue to elude the grasp of the credit union industry although strides are being made.
The groups–baby boomers preparing to retire and the 18-30-year olds that make up Generation Y–are the two segments in mind for new Web sites prepping for roll out from CUNA's Center for Personal Finance in July. The "Plan It" site 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 can also 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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