skip to Main Content

Here are some more suggestions
as you mark your milestone birthday:

• Find out how much you will receive from Social Security
• Start thinking about where you will live in retirement
• Determine what you own and what you owe
• Diversify your retirement investments
• Find out your tax bracket and look for ways to ease your tax burden
• Pay attention to your three biggest expense categories, housing, transportation and food
• Keep all important financial documents in one place

sparkler-left-mid-60 sparkler-left-60 sparkle-left-mid-60 small-sparkle-mid-60 sparkle-small-left-mid-60 sparkle-small-mid-60 sparkle-small-top-60 sparkler-mid-right-60 sparkler-right-60 small-red-star-mid-60 small-red-star-left-mid-60 small-gold-star-left-60 purple-star-left-60 purple-star-right-60 gold-star-mid-60 gold-star-left-top-60 gold-star-far-right-60 sparkle-small-left-mid-60 sparkle-left-mid-60 sparkle-small-left-mid-60 small-red-star-left-mid-60 gold-star-far-right-60 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