Markets and Investing

Allegius Credit Union began its roots as Bethlehem Employees Federal Credit Union (BEFCU) in 1966. It was officially chartered March 30, 1966 with 25 charter members with the field of membership including employees of Bethlehem Steel Corporation who...

With the ever-evolving nature of technology, First Trust Credit Union is committed to using that technology for the sake of its members’ accessibility. While accessing current and available balances is a critical component of e-services that many...

Overcoming debt and building credit can sometimes feel overwhelming. For many, financial situations like these can also feel isolating. Everwise Credit Union provides both in-person and online resources to its clients so that they know they are not...

In a homeowner association (HOA), the board of directors has a long list of responsibilities, not least of which is ensuring that the organization’s finances stay on track. A financially healthy HOA means smoothly completed projects, well...

This month’s blog is part 2 of a 3-part series on building Roth dollars for high-income households. Last month we looked at what happens to high income households (for 2024: >$230,000 Married, >$146,000 Single) when they can no longer make...

Springtime is an ideal time to reorganize clutter and get the garden ready for summer. It’s also the perfect time to reexamine your finances and take steps to support you and yours in 2024.  For the first step, Jeff Sobieralski, director of...

It’s normal for me to get a few texts from friends & family throughout tax season looking for help. Something I’ve seen more this year than others is people making excess Roth IRA contributions. This is generally a fantastic problem to have...

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process works. WHAT IS PROBATE?...

In December 2022 Congress passed the SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) which updated many retirement-focused legislation. RMDs (Required Minimum Distributions) from IRAs were pushed from age 72 to age 73 or 75,...

With finances impacting nearly every facet of life, finding someone to trust with those finances takes thorough consideration. Finding a financial organization that cares about your needs and goals is a crucial element in deciding who to entrust with...