
Thank you in advance for taking time in your busy schedule to give this website some thought. Many of our credit union CEO's have responded favorably to our message. We address very real and key issues for credit union executives.
Our team works to increase the credit union's bottom line. We are staffed with many years of credit union experience. We address very real challenges existing for most Credit Union CEO's:
- Non Interest Income – expanded product offerings
- Shortfall in Retirement– when it's YOUR time, it's often not nearly enough
- Employee Benefit Costs– Take control of what you CAN'T control
- Member Wealth Management - widen and deepen Member relationships & create REVENUE
You may have already addressed some of these issues, but maybe some you have not. Our offerings are best described with our Service Acronym: reMEMBER
R eward
E mpower
M embers
E mployees
M anagement
B oard
E xecutives
R etain
These are all vital areas of concern for many of today's credit unions. Which might be of concern to you? reMEMBER, it's all focused to increase your bottom line.
Newsletters
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Creating Your Own “Operation London Bridge”
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.