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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.

Annual Financial To-Do List

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

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?

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

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

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

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

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

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

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

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

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

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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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