|
|
Financial Resources
RIMS has partnered with UNFCU Financial Advisors and OAS Staff FCU to provide its members with various financial services. Please click on any of the links below to find resources for information, tools, and complimentary downloadable "Quick Guides" to help you better understand your financial needs, and find the person that can help!
|
Getting Ready to Retire/Retired
* 5 yr, 2 yr, 6 mo Planning
* Retirement Insurance Gap
* Evaluating Cash Flow
* Retirement Income
|
Making Investment Decisions
* Basic Investing Strategies
* Are Fixed Annuities for You?
* Watching the Market
* Age and Diversification
|
|
Buying a Home
* Your Housing Decision
* How Much Can You Afford?
* Mortgage Financing
* What is a Closing?
|
Cash & Debt Management
* Getting Started
* Is Your Spending Out of Control?
* Income and Expenses
* Evaluating Your Credit
|
|
Running Your Business
* Cash Management
* Borrowing
* Employee Benefits
* Executive Benefits
|
Planning Your Estate
* What is a Basic Will?
* Provide For Your Loved Ones
* Estate and Gift Taxes
* What's Your Estate Worth?
|
|
Buying Insurance/Benefits At Work
* Disability Insurance
* Life Insurance
* Medical Insurance
* Long-Term Care Insurance
|
Investing For Retirement
* Understanding the Basics
* Tax Advantaged Savings Plans
* Retirement Income
* Make Your Savings Last
|
|
Family Matters
* Caring for Elderly
* Buy or Lease a New Car
* Your New Baby
* Managing Your Debt
|
Paying for College
* Sending Children to College
* Financial Aid
* Savings Vehicles
* Savings Bonds
|
Quick Links
|
|