Latest News

Market Timing and Your Investment June 5, 2020

Read More

Spending Triggers May 5, 2020

Read More

Pullbacks, Corrections, and Bear Markets May 5, 2020

Read More

April is National Credit Union Youth Month! April 24, 2020

Read More

Financial Self Care April 16, 2020

Read More

How Will COVID-19 Impact Market Outlook? April 8, 2020

Read More

What You Should Know About the Stimulus Checks April 2, 2020

Read More

Small Business Relief March 30, 2020

Read More

A Letter From Jennifer March 30, 2020

Read More

Coronavirus March 16, 2020

Read More

Senior Meal Sites: Donate to the elderly this holiday season

seniors dancing

Senior Meal Sites in Washoe County Donate meals to the elderly this holiday season. The Holidays always make me wonder who has less; who is alone; who is in need? Often, we think about children during this time of year and whether the magic of giving is reaching them. We don’t typically think about our […]

 How Social Security Benefits are Taxed

World map made of US cent coins

Dear friends! Despite adjustments to income tax brackets and rates under the recently enacted tax reform legislation, an increasing number of retirees find 50% of more of their Social Security benefits subject to federal taxes. That’s because the income thresholds governing the taxability of Social Security benefits have remained static for decades and have not […]

Want to Retire Tomorrow?

I tell members they ­might be able to, but it depends on how much money they want to live on.  Some people prefer to work longer so they can have a higher income; others are willing to live on less if they can retire earlier.  That’s why financial planning is such an individual process. Setting […]

The Backup Plan

I was asked a question I had never heard the other day.  A member asked me how to invest, knowing the world will end in 2012.  I was stumped for a minute, and then I said that if the world is going to end in 2012 he may as well spend all his money now.  […]