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Tag Archives: financially
I Am Retiring Happy; You Can Too!
Each day, approximately ten thousand baby boomers celebrate their 65th Birthday. The age of 65 is most commonly recognized as “the age of retirement”; however, boomers are taking a different approach. While retirement used to mean the end of one’s … Continue reading
Posted in Credit Union Industry, Family, Finance, Life Events
Tagged 401K, active, activities, advantage, aging, alarm clock, Americans, baby boomer, benefit, Board of Ed, Candy Crush, celebrate, concern, confident, consultation, coworkers, credit union, cruise ships, dad, desire, dolphins, education, emotional support, emotionally, employer, expenses, explore, family, finances, financial literacy, financially, Florida, fulfilled, golf, golf course, groups, happiness, happy, health insurance, hiking, income, industry, inevitable, interests, IRA, Italian American Club, job, joy, law & Order, life, life stage, living expenses, lunch duty, meetings, member service, mourning, opportunity, paddle-board, part time, pension, phase of life, physical support, plan, prepared, presentation, proximity, recliner, reruns, retire, retire happy, retirees, retirement, right fit, savings, school, self-worth, social security, St. Thomas, standard of living, strong, students, support system, talent, team, travel, turtles, values, volunteer, volunteering, water, wife, work, working years
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I’m Healthy as a Horse! Breaking the Myths Associated with Critical Illness Insurance
Would you like to feel confident that you will be able to manage the escalating cost of healthcare and have the protection you need if something were to happen to you? Of course, we would all like to think that … Continue reading
Posted in Critical Illness Insurance, Finance, Life Events, The Family Security Plan
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College: You’ve Been Accepted, Now What?
Are you off to college in the fall? Congratulations! Would you agree that independence, football games, fraternity/sorority parties, making new friends and being able to eat pizza every night are some of the things that come to mind? The freedom … Continue reading
Posted in Credit Union Industry, Finance, Life Events, The Family Security Plan
Tagged acceptance, adult, amazon.com, ATM, bank, bank fees, bill, books, bookstore, borrow, borrowing, budget, buy, campus, checks, chegg.com, class, coffee, coffee shop, college, college tuition, credit, credit card, credit history, credit limit, credit union, deferred payment, dorm room, FAFSA, fall, Federal Aid, federal student loan, fee, financial aid, financial assistance, financial independence, financial institution, financially, fixed interest, football, foundation, fraternity, free checking, freshman, friends, goal, graduate, graduation, grant, high interest, high school, housing, independence, interest rate, late fee, loan, loan forgiveness, local organizations, manage, managing money, meal plan, money, money management, new friends, no fee, online, parties, pizza, prepayment penalty, private loan, receipts, save, scholarship, scholarships, sell, smartphone, snooze button, sorority, spending, spending limits, student checking, student loan, student savings, tax deductible, tax deduction, textbooks, tuition, undergraduate, university, websites, work study
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TO BE PREPARED IS HALF THE VICTORY – Special Needs Planning
Planning for the future well-being of your children is a difficult task for any parent. Add the complexity of adequately providing for the future care of a child with special needs and the process becomes even more challenging. Any special … Continue reading
Posted in Critical Illness Insurance, Disability Income Insurance, Life Events, Life Insurance, The Family Security Plan
Tagged age, assets, assistance, be prepared, beneficiary, beneficiary designations, benefit, care, caregivers, cash, challenge, children, dependent, develop, diagnosis, disability income coverage, disability income insurance, education, educationally, embrace milestones, family, federal assistance, financial future, financially, funding, funds, future, future needs, government benefits, guardian, guide, housing, legal, legally, letter of intent, life insurance, Medicaid, medical, medically, needs, parent, plan, planning, prepare, professionals, protected, resources, savings, social security, special needs, State & Federal Programs, support, support team, The Family Security Plan, trust, understanding, victories, victory
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