WELCOME TO THE ACT ADVISORS® BLOG WHERE YOU’LL FIND THE LATEST ARTICLES, VIDEOS, AND PODCAST EPISODES FROM OUR TEAM
ACT Advisors today published a white paper for credit union CEOs analyzing how ambitious organizational decisions can potentially affect a CEO’s future employment—and personal finances—and
When is the appropriate time to undertake your boldest or most innovative projects? As a credit union CEO, you’ve likely considered how the risk of
Many credit union boards propose adding a collateral assignment split-dollar plan (CASD) as a desirable compensation benefit to help retain their top executives. At first
Planning to exit your organization as a credit union CEO ideally occurs years before your anticipated retirement date. Strategic credit union leaders understand the logistical
Early retirement may be a goal you’ve been working toward your entire career by strategically saving, allocating your risk, and positioning your personal finances.. As
Credit unions across the country are currently facing a common challenge—how to create more yield and income. They traditionally rely on reinvesting money from lending
Sign up to get interesting news and updates delivered to your inbox.
Doug English, CFP® discusses the debt ceiling and actionable steps you can take.
Economists like to remind us there is no such thing as a free lunch. In
Doug English, CFP® discusses the markets and what we did in our clients portfolios in April 2023.