skip to Main Content

balloon-1 balloon-2 balloon-3 balloon-4 Here are some more suggestions
as you mark your milestone birthday:

• 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
• Don't raid your retirement account for your kids' college
• Think about what you will do in retirement
• Avoid panic selling when the stock market slides
• Start tax planning to reduce your liabilities

blue-balloon-right-50 From your friends at Tower Wealth Management®
Schedule an appointment today

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 or Tower Wealth Management. 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
Contact Us