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.
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)
Understand how Social Security benefits can affect your retirement planning. (5 min)
I joined because they have a great staff that are willing to work with you when life hits you hard, especially when you’re a student.Sarah L. of Wood River Junction
I joined because I wanted all the perks of a big bank but with a small-town feel. Plus, it is my community and the best bank for me!Kelly R. of Richmond
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