It’s never too early to start planning for your financial future. This page was designed as a resource to offer insight on how you can be better prepared. When you are ready to start or continue the conversation, contact the Member Investment Services team.
Member Investment Services: Resource Center
Getting Started
Interested in working with a financial planner? These articles will give you tips and information to get started.
Nine Important Financial Lessons Every Working Adult Should Learn
Navigating the world of personal finance can be overwhelming, even for an adult who has quite a bit of experience in the working world. With some smart planning, a good strategy and understanding of the basics you should be able to develop the money-management skills you need to get your finances under control. Here are some fundamental truths of personal finance that everyone should be aware of.
MIS is Here to Help
For the last sixteen years, Member Investment Services (MIS) has been assisting members with their financial planning and investment needs. MIS can help develop a strategy geared toward your needs.
The Importance of Professional Advice
While there are times you can handle your own financial affairs, there are some situations when it makes sense to seek the help of a financial advisor. This article outlines ten situations when you should seek professional advice.
5 Ways to Know if a Financial Advisor Puts Your Goals First
The decision to trust someone with your hard-earned money is very personal. Whether you’re looking for a financial advisor on your own, or are referred by a family member, consider this important criteria before you begin your relationship.
Planning for Retirement
Planning for retirement should start well before you near retirement age. These articles provide information to help you prepare for retirment.
8 Smart Shopping Tips for Retirees
A financially secure retirement involves more than building a substantial nest egg. To maximize each dollar, it also requires adapting long-time spending habits to a retiree’s new way of life. To avoid shopping pitfalls, here are eight tips for smart retirement shopping.
Eight Mistakes that can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
Are you Ready for Retirement?
Conducting a review of your retirement goals and strategies is an ideal way to ensure that your plans for your financial future remain realistic and on track. This article outlines how it can be done in four easy steps.
Retirement Rules - Myth vs. Reality
If your goal is to save enough to fund a long retirement, and you’re not sure how to start or how to catch up, remember that there’s more than one path to success. Knowing that some retirement rules are myths could benefit your planning efforts.
Taking Care of Your Family
Planning for their family's future is one reason many people talk to a financial planner. The articles in this section provide insight into making sure that your family is taken care of.
Four Really Good Reasons to Consider Investing
Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.
Baby Steps for Planning Your Child's Financial Future
It is important to consider the financial needs of your child. These tips will help make sure your child is well taken care of from birth to college and beyond.
Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. DuPont Community Credit Union and Member Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
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