Gen Xers and boomers are not far behind millenials in preferring tech-savvy financial planners, study reveals.
Credit unions have a golden opportunity to assist members through this often overwhelming life stage.
Would you rather be rich and have broken dreams or be broke but have rich memories?
The $63.6B Navy Federal Credit Union finds the segment more proactive with financial planning.
New year resolutions can deepen member relationships.
Only about 10% of people say they would consult a credit union about investing a $25,000 windfall.
Toss out the rule book to increase retail investment and insurance penetration rates.
A vast majority of pre-retirees between 51 and 61 years of age are approaching retirement with sizable amounts of debt.
Credit unions share how they've used retirement fairs to attract new business and reinforce SEG relationships.
Consumer Federation of America/CFP Board survey finds nine in 10 do some planning, but the extent varies greatly.