Resources | Addition Financial Credit Union | Retirement & Investing (6)

Jan 12, 2021 | Retirement & Investing Money Management The Sum Up

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 8, 2021 | Retirement & Investing Money Management

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 5, 2021 | Retirement & Investing Money Management

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.

Dec 4, 2020 | Retirement & Investing Making it Count

Real Talk: Why You Need an Estate Plan in 2023

Understand the basics of estate planning and how to start protecting your assets in 2023 by listening to the latest episode of Making it Count.

Oct 15, 2020 | Mortgages Retirement & Investing The Sum Up

The Sum Up: How to Use Home Equity in Retirement

A recent US News article looked at several options to use your equity in your home to partially fund your retirement. Here’s what you need to know.

Jul 31, 2020 | Retirement & Investing Making it Count

Episode 8: Retirement Strategies for People Over 40

On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people over the age of 40.

Jun 24, 2020 | Retirement & Investing The Sum Up

The Sum Up: Why I'm investing in real estate to fund my retirement

A recent Business Insider article looked at the benefits of investing in real estate for retirement. Here are 3 strategies you may want to consider.

Jun 19, 2020 | Mortgages Retirement & Investing

7 Strategies for Buying & Owning an Investment Rental Property for Passive...

Since an investment in real estate can help you to plan for retirement, we thought it would be helpful to list some strategies to earn passive income.

Jun 3, 2020 | Mortgages Retirement & Investing

Expert Advice: Making Money by Investing in Rental Properties (for Beginne...

Investing in rental properties is something that appeals to a lot of people because it offers a way to create reliable streams of income.

Apr 17, 2020 | Retirement & Investing Making it Count

Episode 2: Handling Your Investments During a Bear Market

On this episode of Making it Count, hosts Cristina and Will discuss the uncertainty surrounding the stock market as a result of the COVID-19 pandemic.

Mar 22, 2020 | Retirement & Investing The Sum Up

The Sum Up: You could be losing money with these common investing mistakes

Avoid these retirement savings mistakes and you can be sitting comfortably at 65.

Feb 28, 2020 | Retirement & Investing The Sum Up

The Sum Up: How Much Americans Have Saved for Retirement

Even more alarming is that 59% of people in their 40s have less than $100,000 saved for retirement and 41% have less than $50,000. Here’s what you need to know about saving for retirement.

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