Articles posted under DNIS

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Virtual Financial Educational Workshops: April – June 2021

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual workshops as you like. You’ll learn the answers to questions, including: The important rules of the road for receiving Social Security. How can conservative … Continue reading

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Virtual Financial Educational Workshops: July – September 2021

Is retirement on your horizon? Our virtual workshops can help with the questions you have as retirement approaches. Join us from the comfort of your home or office as we discuss a variety of topics that will help you plan for a smooth transition. We’ll discuss: • The important rules of the road for receiving Social Security • How to … Continue reading

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Divorce and Retirement Savings

In addition to the emotional strain and hardship of divorce, the end of a marriage also often results in major financial changes. Dividing Retirement Assets Often, substantial amounts of marital assets are tied up in pensions or other retirement funds. If you and your spouse have your own employer-sponsored plans, you may each elect to keep your own. But if … Continue reading

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401K Guidance During COVID-19

Dear DNCU Member, If you’ve suddenly lost your job, what would happen to your retirement money? You’re not alone in this fear, but you have choices of what to do with your 401(k). Leave your 401(k) alone. The money remains invested in your former employer’s plan, if permitted. There are potential drawbacks, however: your investment choices may be limited, the plan fees … Continue reading