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How Executive Legacy Planning Can Benefit Your Credit Union Today

Legacy planning for executives is the process of identifying and preparing for what’s next following their career, whether that’s retirement, board service, consulting, or another interest. However, many credit union executives focused on day-to-day operations may not prioritize this planning, so it’s not uncommon for executives and CEOs to wait…

Navigating Geopolitical Tensions

On March 3, 2022, Posted by , In Doug English CFP®,Uncategorized, With No Comments

  The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost. But while we keep one eye on overseas developments, the other remains squarely focused on the fundamentals of the U.S. economy…