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Saving for College

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June 2020 – Retirement Solutions Newsletter

Table of Contents: Student Debt: It's Not Just for Young AdultsMid-Year Is a Good Time to Fine-Tune Your FinancesFour Questions on the Roth Five-Year RuleThe ABCs of Finance: Teaching Kids About Money Student Debt: It's Not Just for Young Adults…

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Couple Meeting With Financial Advisor In Office

September 2019 – Retirement Solutions Newsletter

Table of Contents: Do Millennials Need Life Insurance? Five Retirement Lessons from Today's Retirees Social Security: Shoring Up America's Safety Net When should I file the FAFSA? How can I teach my high school student the importance of financial literacy?…

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August 2019 – Retirement Solutions Newsletter

Table of Contents: Market Strategies: Three Ways to Play Defense in Your Stock Portfolio Key Estate Planning Documents What's New in the College World? What are the warning signs of financial scams targeting older individuals? How can you avoid falling…

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Young Happy Couple Dreaming About Their Future

July 2019 – Retirement Solutions Newsletter

Table of Contents: Is it Time to Declare Your Financial Independence? Should You Invest Internationally? Why Not Do It Now? New Research on Procrastination Have you checked your tax withholding lately? Do I need to pay estimated tax? Is it…

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Couple Using Calculator For Calculating Invoice Tax Bills And Retirement Money On Desk At Home

June 2019 – Retirement Solutions Newsletter

Table of Contents: Time for a Mid-Year Investment Check Managing Your Money in a Gig Economy Charitable Giving After Tax Reform What's the real return on your investments? Time for a Mid-Year Investment Check Many investors may be inclined to…

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May 2019 – Retirement Solutions Newsletter

Table of Contents: Mergers & Acqusitions: What's in the Deal for Investors? How Does the Federal Reserve Affect the Economy? How to Recover from a Mid-Life Financial Crisis What is a college income-share agreement? How much money should a family…

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Help With Going To College

Financial Aid 101

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's predicted to…

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Young Girl On Floor Of Home Saving Money

How Grandparents Can Help Grandchildren with College Costs

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's predicted to…

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Plan Of Life: Go To College, Get Diploma, Find Good Job.

Saving for College

There's no denying the benefits of a college education: the ability to compete in today's job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from…

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Contact Us
Wright-Patt Credit Union
Phone:
(937) 912-7855
(800) 762-0047, ext. 7855
Email:
fin_plan_ctr@wpcu.coop
Address:
3610 Pentagon Blvd,
Beavercreek
, OH, 45431-1706
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  • Estimating Your Retirement Income Needs
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