Resources | Addition Financial Credit Union

Jan 20, 2021 | Money Management Family Finances

When is the Right Time to Establish a Revocable Trust?

We’ll give you the information to understand what revocable trusts are, how they work and whether you should establish one as part of your estate.

Jan 17, 2021 | Retirement

Living Will vs. Durable Power of Attorney: 8 Differences to Know

Here are eight differences between a living will and a durable power of attorney.

Jan 12, 2021 | Money Management The Sum Up Retirement

The Sum Up: A digital approach to end-of-life planning

A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

Jan 11, 2021 | On the + Side

On The + Side: Cartoons, Top Nine and Clean Desks

2020 was a bumpy ride, and we’re ready to close that chapter and move on to 2021. We are so grateful to our community for getting us through a rocky year!

Jan 8, 2021 | Money Management Retirement

End of Life Planning 101: 8 Critical Florida Probate Rules

To help you out, here are eight critical Florida probate rules you should know as you work on your will and end of life planning.

Jan 7, 2021 | Money Management Making it Count Family Finances

Money + Love Part I: Are We Financially Compatible?

Welcome to Part I of our Money + Love mini series where hosts Cristina and Will discuss financial compatibility in relationships with three special guests.

Jan 5, 2021 | Money Management Retirement

10 Best Practices for Preparing a Last Will and Testament

The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.

The Sum Up: millennials denied credit cards

Dec 30, 2020 | Credit Cards The Sum Up

The Sum Up: Nearly 1 in 5 millennials has been denied a credit card this y...

A recent article on CNBC revealed some interesting trends for both the country as a whole and for Millennials in particular. Here’s what you need to know.