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.

Splurge or Save? Making the Most of Your Income Tax Refund.

May 2nd, 2022
Last year, 27% of consumers said they planned to spend their refund on everyday expenses, whereas equal numbers (8%) planned to either...
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Robo-Advisor: A Good Choice for New Investors?

April 1st, 2022
If you’re looking to dip your feet into investing, but aren't sure where or how to begin, a robo-advisor maybe a good option...
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Are You a HENRY? Consider These Wealth-Building Strategies

March 1st, 2022
HENRY is a catchy acronym for "high earner, not rich yet." It describes a demographic made up of young and often highly educated professionals with...
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401(k) and IRA: A Combined Savings Strategy

February 1st, 2022
Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can...
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Watch Out for These Financial Pitfalls in the New Year

January 3rd, 2022
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common...
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What is a 401(k) Plan?

December 1st, 2021
A 401(k) plan is a self-directed, qualified retirement plan established by an employer to provide future retirement benefits for employees. Employee contributions are...
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What Investment Risks Should I Know About?

November 1st, 2021
Long-term investing and diversification may be some of the most effective strategies you can use to help manage investment risk; however, neither guarantees against...
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Social Security Income

September 1st, 2021
Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits...
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Will Social Security Retire Before You Do?

August 2nd, 2021
People have traditionally seen Social Security benefits as the foundation of their retirement planning programs. The Social Security contributions deducted from...
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What Is Diversification?

July 1st, 2021
Virtually every investment has some type of risk associated with it. The stock market rises and falls. An increase in interest rates can cause...
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How Do Mutual Funds and Stocks Differ?

June 1st, 2021
Whether you’re a first-time stock investor or a seasoned veteran, you should understand what differentiates single stock investments from mutual fund investing...
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Withdrawals from Tax-Deferred Investments Before Age 59½

May 3rd, 2021
Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty...
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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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