Budgeting, Financial Planning & Wealth Management, How To, Savings

Get in the game: Make a winning plan for your financial goals

It takes a lot of effort for a football team to look effortless on game day. Teams pull it off only after developing stacks of detailed plays and practicing them to perfection.

The same holds true when it comes to reaching your financial goals. Hoping for the best does not count as a real plan. So when you’re looking at your long-term financial future, investing a little time in goal setting now will inevitably pay off – often in surprisingly big ways – years down the road.

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Author SAC FCU Managing Editor

Financial Planning & Wealth Management, Resources, Savings

It’s Life Insurance Awareness Month! Important advice for your financial future.

In the 2014 Insurance Barometer Study, nearly 60 percent of those surveyed noted they haven’t bought life insurance yet because they have other financial priorities. Most of that group put expenses like cable TV or cell phones ahead of buying life insurance.

Yet this type of insurance can be a crucial part of any financial plan, says Ryan Shaughnessy, LUTCF®, CLTC, an LPL Financial Advisor with SAC FCU Wealth Management.

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Author SAC FCU Managing Editor

Financial Planning & Wealth Management

Retirement planning insights from one of SAC FCU’s free webinars

No matter what your age, now is the perfect time to plan for your retirement. SAC Federal Credit Union’s Beverly Hobbs, AAMS®, LPL Financial Advisor and Ryan J. Shaughnessy, LUTCF®, LPL Financial Advisor recently spoke about the topic in one of SAC’s free webinars. The discussion examines retirement, goal setting and investment strategy. Read more…

Author SAC FCU Managing Editor

Financial Planning & Wealth Management

Boost your goals with this simple question: Do I need a financial advisor?

Most people are accustomed to hiring specialists when it comes to specific services. From personal trainers to auto mechanics, it just makes sense to turn to a specialist when dealing with something in which you don’t have a specialization. So why should financial matters be any different?

If you’ve ever wondered, “Do I need a financial advisor?” there is a good chance that learning more about what these professionals do can be a boon for your goal setting and planning.

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Author SAC FCU Managing Editor