Blog Archives

How to Secure your Financial Future: ConneXfactor 2019

For six months, Connex Credit Union will be working closely with four participants to see who can become the most fiscally fit to win a $3,000 grand prize. Each participant has been paired with a Connex Financial Advocate who will offer

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Posted in ConneXfactor 2019, Contests and Promotions, credit cards, Debt, Financial Education, Improve your life, Money Saving Tips, Retirement, Uncategorized, Women

Your 2019 Financial To-Do List

Your 2019 Financial To-Do List Things you can do for your future as the year unfolds.                 Provided by William DeBille                     What financial, business, or life priorities do you need to address for 2019? Now is a good time to

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Posted in CIRS, Financial Education, Improve your life, Investments, Retirement, Taxes, Uncategorized

How to Take Penalty-Free Retirement Early Withdrawals

72(t) Distributions Sometimes you can take penalty-free early withdrawals from retirement accounts. Provided by William DeBille, Connex Investment and Retirement Services Representative  Do you need to access your retirement money early? Maybe you just want to retire before you turn

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Posted in CIRS, Financial Education, Money Saving Tips, Retirement, Taxes

For Retirement, Income Matters as Much as Savings

For Retirement, Income Matters as Much as Savings A recent poll of pre-retirees suggests that truth risks being ignored. Provided by William DeBille Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you

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Posted in Financial Education, Retirement

Bad Money Habits to Break in 2018

Bad Money Habits to Break In 2018 Behaviors worth changing for the New Year.  Provided by William DeBille  Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you

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Posted in Debt, Financial Education, Improve your life, Money Saving Tips, Retirement

One Couple, Two Different Retirements?

After many years together, some retired spouses may find their daily routines far apart.  Provided by William DeBille When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? No. After all,

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Posted in Financial Education, Retirement

Are Baby Boomers meeting their Health and Wealth Needs?

Generation X, colloquially known as the ‘baby boomers’, are the largest in United States history. But where do they stand in today’s modern economy? Baby boomers have seen it all: from debt crisis to war to the Civil Rights movement. 

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Posted in Infographics, Retirement