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Boomer couple at home on a video call Source: Shutterstock

The current turbulent economic climate has left many credit union members feeling lost. Some members are riding out the economic ups and downs of the pandemic while others are grappling with it by delaying financial planning or robbing their retirement savings to make ends meet.

In this environment of uncertainty and financial stress, it can be tempting for credit union members and even those of us in financial advising to say, “Let’s wait until things calm down, and then we’ll get together when we know more.”

 

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