This Week @ Dort Financial Credit Union

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

The Role of a Financial Advisor

Financial advisors can play a pivotal role in helping clients make informed decisions, but does it make sense for you?

Should You Work with a Financial Advisor?

A financial advisor can be a helpful ally at many stages of your financial life, but you might find one is especially handy in a few situations.

Fee or Commission? How to Pay a Financial Advisor

There are two main payment structures for advisors, fee-only and commission-based. There's also a third category, fee-based, that's a bit of a hybrid of the first two. Which is...

What is Fiduciary Duty?

What is fiduciary duty and why should you make sure your financial advisor has fiduciary duty to you.

How to Choose a Financial Advisor

What to look for when you are looking into hiring a financial advisor.

What to Expect From a Financial Advisor

A financial advisor can help you make sense of your current financial status and put a plan into place for the future.

How to Get the Most From Your Financial Advisor

The steps to take to get the most out of your experience with a Financial Advisor.

New themes are posted every Sunday.

Miss last week? Scroll down to catch up.

Last Week @ MoneyEdu

One-Week Plan for Building Wealth

Starting the process of building long-term wealth doesn't have to be difficult or complicated. Let's review steps you can take right now to grow your nest egg.

Simple Steps Towards Building Wealth

An introduction to spending and savings strategies you can implement now.

The Value of Auditing Your Spending

The way in which small expenses add up is not always obvious.

How to Reduce and Eliminate Debt

Every dollar spent on debt-related interest and fees is a dollar you're not saving.

The Benefits of Automated Savings

Making healthy financial decisions "automatic" is a simple and effective strategy for getting ahead.

Psychological Barriers to Saving

How loss aversion, instant gratification, and comparing your situation with others can stand in your way - and what to...

Long-Term Thinking: The Key to Building Wealth

Planning for a successful future doesn't need to be complicated, but that doesn't mean it's easy.

About Us

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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