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Here are some more suggestions
as you mark your milestone:

  • Meet with a tax professional to discuss reducing your tax liabilities
  • Review who you have chosen as your beneficiaries
  • Think about downsizing your lifestyle
  • Create a realistic budget and review it periodically
  • If you deserve one, ask for a raise
  • Boost your retirement contributions
  • Get rid of unnecessary fees, like those on telecom bills
  • Refinance your house if interest rates are low

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tower Wealth Management, and may also be employees of Tower Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tower Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May lose value