Investors’ Corner

At Tower, we want to help make sure your money is working for you. Check this page for investment tips, informational articles, and industry insights.

Tower Wealth Management Launches New Website

March 2nd, 2020
Exciting news! Tower Wealth Management©, Tower's in-house financial group, has launched a new website—towerwealthmanagement.org—an excellent resource for investors. If you're...
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A Bucket Plan to Go with Your Bucket List

February 3rd, 2020
The baby boomers redefined everything they touched, from music to marriage to parenting and even what "old" means—60 is the new 50! Longer, healthier living, however...
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Measuring the Value of a Financial Advisor

January 2nd, 2020
Vanguard’s whitepaper concludes that when an investor works with an advisor and receives professional investment advice, they may see a net portfolio return about...
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End-of-the-Year Money Moves

December 2nd, 2019
Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to...
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Social Security: What You Need To Know

November 1st, 2019
As with all things political, the Social Security Act was not without controversy. Critics released negative campaigns during its inception; most notorious being the 1936 claim that every U.S. citizen...
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Preserve and Protect Your Wealth

September 3rd, 2019
Maybe you don't have a million dollar estate, but the same principles apply. If you own property of any kind—a house, bank account, 401(k) plan, jewelry, car—you have an estate.
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8 Mistakes That Can Upend Your Retirement

August 1st, 2019
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
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Behind on Your Retirement Savings?

July 1st, 2019
If life has not allowed you to build substantial retirement savings, what possible steps could you take in an effort to improve your retirement prospects?
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You Could Retire, But Should You?

June 3rd, 2019
Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups and downs. That said, a big "what if" on your mind might be "what if I retire in a down time that doesn’t swing back upward in a year or two?"
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Yes, Young Growing Families Can Save & Invest

May 1st, 2019
If you haven't started saving and investing, you can do so now. It doesn't take a huge lump sum to begin.
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Dreaming of a Royal Retirement? Cash Flow is King.

April 1st, 2019
Cash flow is an essential element of financial planning that can help you defend your castle against unexpected expenses, coffer-raiding or overspending.
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Is Robo-Advising an Option for Me?

March 1st, 2019
For many, Guided Wealth Portfolios (GWP)—the digital investment platform commonly referred to as “robo-advising”—is a new and exciting way to invest.
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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:

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