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This Week @ Dort Financial Credit Union

Short, timely articles based on a real-world weekly theme.

Investing for Retirement

This week, we'll explore strategies related to saving for retirement. From minimizing fees to protecting your assets, these concepts can help you maximize your nest egg.
A woman reviews her investments.

Why Investing Strategies Matter

When working to achieve a long-term financial goal, like a secure retirement, saving money is only part of the equation.

A woman is surprised by a bill.

Understanding Risk Tolerance

Since investing often involves the risk of loss, your risk tolerance is all about balancing potential rewards with the risks.

A man takes notes while using a laptop in his home office.

Asset Allocation: Growth and Preservation

Choosing investments is about building a portfolio that aligns with your long-term goals and your tolerance for risk.

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Active Versus Passive Investing

Is it worth paying higher fees to outperform the overall market? Let's explore two very different approaches to investing.

A smiling man meeting with a colleague.

Making the Most of Retirement Accounts

How to maximize the benefits of 401(k) and IRA accounts, including strategic account conversion options.

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Target Date Mutual Funds

Is a "set and forget" retirement savings plan right for you? Let's explore the pros and cons of this popular option.

An image illustrating investment growth with several stacks of money.

How Investment Fees Affect Returns

Seemingly small fees can have an unexpected impact on your total savings over time.

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Last Week @ MoneyEdu

Retirement Planning by Life Stage

This week, we'll explore steps anyone can take to work towards a secure retirement - no matter your age. It all starts with creating and maintinaing a plan.

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Retirement Saving for Any Age

How much should you save? When should you get started? Let's explore explore what we'll cover in this week's theme.

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Your 20s and 30s: Retirement Foundations

Why starting a retirement savings plan at a young age makes sense, even with competing financial priorities.

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Supercharging Retirement Savings in Your 40s

A  recent study revealed that the median retirement savings balance for adults in their 40s is less than $40,000. How...

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Boosting and Protecting Savings in Your 50s

With retirement getting closer, a look at how to increase savings and protect your assets from market downturns.

Two middle aged men hiking in the woods.

Transitioning to Retirement in Your 60s

Many of those considering retirement find a world of opportunities that are far stereotypical. Let's debunk some common...

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Managing Money in Retirement

From determining a savings withdrawal strategy to planning for healthcare costs, key steps to consider.

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Assessing Your Plan: Key Milestones

While there are many paths to a secure retirement, these milestones may be useful in evaluating your progress.

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Dort Financial Credit Union is a not-for-profit financial cooperative whose mission is enriching people’s lives… members, employees, community. Unlike other financial institutions, credit union ‘profits’ are returned to the membership in the form of lower loan rates, higher dividend rates, and affordable services.

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