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.
Tell Your Beneficiaries About Your Accounts and Policies
Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you…
Good Retirement Savings Habits
What can you start doing today to make that effort more productive, to improve your chances of ending up with more retirement money, rather than less?
What Should You Do With Your Tax Refund?
Will you be receiving a tax refund this year? If so, you might want to think about the destiny of that money. Here are a few options to consider.
The Dow Dropped, Don't Panic
This week, the Dow Jones Industrial Average dropped in a way that it never had before. While Monday’s Dow loss was indeed severe, it was not as catastrophic as certain headlines trumpeted.
Five Things to Do Before Meeting With an Advisor
Americans’ financial lives are increasingly complex. It’s not unusual to have checking and savings accounts, a 401(k), IRAs, and other personal investments. Keeping track of all your savings and investments has prompted many individuals to seek guidance.
Don't Miss These Major Tax Changes for 2018
This year brings the most significant changes to federal tax law in more than 30 years.
You and Your Investment Representative: A Relationship of Trust
Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment representative?
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered broker dealers nor affiliated with LPL Financial.
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