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.

How Much Money Can I Put Into My IRA or 401(k) Plan?

April 2nd, 2021
IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government. The limits are adjusted...
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2021 Tax Guide—How to Prepare for Tax Season

March 1st, 2021
May 17, 2021 is the deadline the Internal Revenue Service sets for filing your 2020 tax returns. If you believe you will miss that deadline, you should...
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Reduce the Risk of Outliving Your Money

February 1st, 2021
"What is your greatest retirement fear?" If you ask any group of retirees and pre-retirees this question, "outliving my money" will likely be one of the top answers. In fact, 61% of investors...
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Annual Financial To-Do List

January 4th, 2021
What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the...
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End-of-the-Year Money Moves

December 1st, 2020
If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and...
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What Happens to My Social Media After I Die?

November 2nd, 2020
It's never easy when a loved one dies. And while in our hearts and minds their spirit lives on—so does their social media. When photos, posts or memories surface unexpectedly...
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Tips to Understanding Your Credit Report, and Fixing Errors You May Find

September 1st, 2020
Following are six of the key items that appear on a credit report, with tips on how to fix any errors you may find...
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Surviving Market Volatility During COVID-19: Investing Tips

August 3rd, 2020
During this time, it may be somewhat comforting to remember that you are not alone. Everyone is wondering what the immediate future holds for the impact of the...
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Details on the Tax Deadline Extension

July 1st, 2020
The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15...
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Roth IRA Conversion in the Era of COVID-19

June 1st, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an...
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Coronavirus & More

May 1st, 2020
In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through...
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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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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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