Retirement Planning

  • Quick and easy-to-understand playlists with lots of topics
  • Tips to put into action
  • Strategies to improve your finances
Quick and easy-to-understand playlists with lots of topics
Tips to put into action
Strategies to improve your finances

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)


401k Plans

Learn how to use a 401(k) plan to help you save for future income while getting tax benefits. (5 min)


Annuities

Learn how annuities can help with immediate payouts and retirement savings goals. (5 min)


IRAs

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. (5 min)


Sustainable Investing

Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio. (4 min)


Estate Planning

Explore the purpose of estate planning and how it can be used to secure your future. (6 min)


Wealth Transfer

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)


FIRE Lifestyle

Learn how to live a FIRE Lifestyle with financial independence and retire early. (4 min)

Westerly Community Credit Union is a full-service credit union with Rhode Island branches in Westerly, Richmond and Wakefield.

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