MassMutual

Thank you in advance for taking time in your busy schedule to give this website some thought.   Many of our credit union CEO’s have responded favorably to our message. We address very real and key issues for credit union executives.

Our team works to increase the credit union’s bottom line.   We are staffed with many years of credit union experience.   We address very real challenges existing for most Credit Union CEO’s:


  • Non Interest Income – expanded product offerings
  • Shortfall in Retirement– when it’s YOUR time, it’s often not nearly enough
  • Employee Benefit Costs–  Take control of what you CAN'T control
  • Member Wealth Management  - widen and deepen Member relationships & create REVENUE



You may have already addressed some of these issues, but maybe some you have not.   Our offerings are best described with our Service Acronym:  reMEMBER


r   eward


e   mpower,


M embers


mployees


M anagement


oard


xecutives,


etain


 


These are all vital areas of concern for many of today's credit unions.  Which might be of concern to you?   reMEMBER, it's all focused to increase your bottom line.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Portfolio Lifespan

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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The Status of Women-Owned Businesses

Women-owned businesses employed almost 9 million people and added more than $1.6 trillion annually to the U.S. economy at last count.

The Unpaid Army: Family Caregivers Face Challenges

About 1 in 4 U.S. workers age 25 and older provide unpaid care for a loved one who has health problems or is disabled.

Don’t Let the Weather Put Your Company Underwater

It’s important for small-business owners to identify potential risks to their businesses, form disaster plans, and have adequate insurance.

HOT TOPIC: Bipartisan Budget Act Impacts Medicare and Social Security

How the Bipartisan Budget Act impacts Medicare and Social Security and who is affected by these changes.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck