Your financial advisor is your partner in working toward a sound financial future. Here’s how to get the most from this important relationship.
Category: Investments View all
Once that calendar page turns to a New Year, many Americans look forward to that payback known as the tax refund. While it may be tempting to take it to the nearest casino and place it all on red, there are more efficient ways to bolster that refund money.
Beginning in the 2018 tax year, Missouri families will be able to better utilize this savings program.
Do you have a vision for your retirement? Traveling? Enjoying more time for hobbies like golf? Spending quality time with your friends and loved ones? Everyone’s vision may be different, but one thing that holds true is that planning is essential to helping you pursue your retirement goals. Did you start saving early enough? Are you saving enough? What are the options available to you?
You’ve spent a lifetime saving for the future. Have you taken the appropriate steps to ensure that your assets are passed on to your chosen beneficiaries?
Did you know that Vantage Credit Union is a unique financial institution? That’s right. We’re a not-for-profit financial cooperative. Each member is a part owner. But do you understand what a cooperative is? Or what your membership in this cooperative means?
According to the Internal Revenue Service, more than a third of all taxpayers have submitted tax returns. Don’t worry, you have until April 18, 2017 to file! If you receive a refund, consider ways to make your refund work for you.
For many people, retirement accounts aren’t top-of-mind. While you may be contributing to your retirement, are you also taking advantage of potential tax savings?
When you start looking for financial advice (or any kind of advice, for that matter), experts will share their take on what’s “good” and what’s “bad.”
Everyone has some idea of what it means to be money smart—however, whether or not you’ve acted on that idea is a different story!