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Featured This Month

MoneyEdu brings you a new financial wellness theme every month.

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Retirement Planning

Securing Your Financial Future

Retirement planning involves more than just saving money. Understanding federal retirement benefits, asset withdrawal strategies, and - if needed - how to fill the gap between what you need and earn. This month, join the Dort Financial team as we explore topics to consider when planning for your retirement years.

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This Week

A weekly series that explores concepts related to this months's theme.

Retirement Planning by Life Stage

Investing for Retirement

Starts Oct 6, 2025

Retirement Healthcare Planning

Starts Oct 13, 2025

Maximizing Social Security Benefits

Starts Oct 20, 2025
New for This Month

Saving and Investing

Why and how to invest, including how to save money now.

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Types of Investments
The pros and cons of stocks, bonds, and cash. The concept of asset allocation is explained.
A close up on hands using a laptop and calculator.
Investment Accounts
The types of accounts available to investors, including both taxable and tax advantaged accounts.
A focused woman using a calculator while sitting on her sofa.
Saving for Retirement
Why save for retirement and the impact of fees on investment performance.
Two eggs (IRA and Roth on them) on top of money.
Retirement Accounts
An overview of the major retirement accounts, include Individual Retirement Accounts, Simplified Employee Pensions, and 401(k) plans.
A retired man surfing.
Retirement Saving Strategies
How to develop a comprehensive retirement savings strategy.
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Retirement Savings Ideas
A few simple things to keep in mind when starting a retirement savings plan.
A middle aged couple reviewing legal documents.
Making Your Retirement Savings Last
Understanding your retirement income needs and exploring strategies for meeting them.

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A hiker climbing a hill into the sunset. August 2025

Financial Planning

What you need to know to start making a long-term financial plan, from getting married to planning for retirement.

A couple meeting with a financial planner in an office.
Financial Planning
Learning the "how" and "why" of short-term and long-term financial planning.
A couple in the kitchen reviewing their spending.
Creating a Will
A will is the cornerstone of the legal framework of an estate plan, and everyone should have one.
Hanging file with label
Estate Planning
Wills, trusts, and other end of life issues.
A man signs a legal document.
Powers of Attorney
Everyone faces the possibility of temporary or permanent incapacitation. Make sure your wishes are followed.
A woman visiting a doctor.
Medical Care Planning
How to make sure your wishes are followed in a medical crisis.
A happy couple reviewing bills at home.
Talking About Money
A look at some of the financial considerations of getting married.
A focused woman using a calculator while sitting on her sofa.
Saving for Retirement
Why save for retirement and the impact of fees on investment performance.
A worried couple reviewing a bill.
Planning for the Unexpected
Planning for unexpected events, including accidents, death, and even the possibility of divorce, are all part of a responsible marriage.

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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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