Financial Wellness
a newsletter for Alliant Credit Union members

Estate Planning Basics

Having an estate plan will give your family a financial outline after you pass away or become disabled. Although there is no such thing as a “one size fits all” estate plan, learning what an estate plan entails may help you decide how to proceed to create yours.

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Is it time to stop renting and buy a house?

If you’re trying to decide whether to continue renting or to buy a home, you need to carefully weigh the costs and benefits of each option to make a smart, informed decision. Many factors go into calculating the value of renting compared to buying a house – it’s not just a simple comparison of the cost of rent and the cost of a mortgage payment. There are less obvious costs, along with intangible benefits and drawbacks of each option to take into account.

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Is a rollover right for you?

If you have multiple retirement plan accounts, consolidating those assets into one account can make it easier to administer and allocate your assets, track performance and make changes to your account. Learn some of the factors you should consider when making decisions about rollovers.

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Are you prepared to retire?

Retirement used to conjure up images of lazy days spent in a rocking chair, but today’s retirement is very different. Getting ready to retire means building your nest egg and having a financial plan that will enable you to enjoy the type of retirement that you want. Learn some key aspects of preparing today for the retirement of tomorrow.

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