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.
Looking Back, Looking Forward
How Can My Gift Benefit Me and the Charity?
Building Financial Resilience
Should You Consider Tapping the Equity in Your Home?
How Long Should You Keep Financial Records?
Colliding Forces: Russia, Oil, Inflation & Market Volatility
Baseball Lessons That Might Help Change Up Your Finances
Splurge or Save? Making the Most of Your Income Tax Refund.
Robo-Advisor: A Good Choice for New Investors?
Are You a HENRY? Consider These Wealth-Building Strategies
401(k) and IRA: A Combined Savings Strategy
Watch Out for These Financial Pitfalls in the New Year
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 |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.