Planning now assures the Retirement you deserve!
Welcome to WCCU’s Financial Education Center. Simply, choose one of the topics below and start learning.
You can also create your own playlist based on your specific needs.
If you have questions or more complicated financial concerns, WCCU has Certified Financial Counselors on our staff that are trained to help you find the solutions you need.
Planning for Retirement
Learn how to start or optimize your approach to retirement savings. (6 min)
Learn how to use a 401(k) plan to help you save for future income while getting tax benefits. (5 min)
Learn how annuities can help with immediate payouts and retirement savings goals. (5 min)
Learn about the features, benefits, and different types of IRAs as tools for retirement savings. (5 min)
Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio. (4 min)
Explore the purpose of estate planning and how it can be used to secure your future. (6 min)
Learn more about the ways wealth can be transferred. (6 min)
When to Collect Social Security
Understand how Social Security benefits can affect your retirement planning. (5 min)
Learn how to live a FIRE Lifestyle with financial independence and retire early. (4 min)
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I joined because my mom and dad use WCCU. They loved it so I joined, and I love it. They are so nice and helpful- great people at all the branches.Kevin P. of Charlestown