It Doesn't Pay to Delay

If you are waiting for rates to increase before locking in an investment, you may be missing an opportunity.

Investment Planning Customized for You

Nowadays, managed accounts are more affordable to come by and could help you better reach your investment goals. Find out if a managed account is for you.

10 Things to Do Before You Retire

With the right preparation and planning, you can transition to retirement smoothly and live the life you envisioned.

Fixed Annuities

If you're looking for a competitive rate on your investments with an excellent financial strength rating, we may have a solution for you. 

Consolidating Retirement Accounts

Find out if consolidating retirement accounts is a good strategy for you.

What is a Fixed Index Annuity?

1st United Credit Union understands that investing can be overwhelming and confusing. That’s where we come in.

Understanding Asset Allocation

Proper asset allocation is one of the most important factors in determining an investment portfolio’s performance.

The Three Phases of Retirement

Regardless of which stage you’re in, a retirement plan is vital, but it’s important to remember that it isn’t rigid, but modifiable.

The Five Big Questions About Retirement

In putting together your plan, be sure to ask yourself these five questions.

The 411 on 457 Plan Rollovers

Did you know that you may have an option to rollover a 457 “deferred comp” plan if you have retired from or left a company that offered the plan?