skip to Main Content

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 financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered broker dealers nor affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, DC, DE, FL, GA, HI, IN, IL, KY, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WV

Not NCUA insured. No credit union guarantee. May lose value.