It’s a new year: Resolve to review your estate plan
When’s the last time you looked at your estate plan? It’s a new year. Resolve to review your plan this year to ensure your wishes are carried out.
How to retire debt-free and enjoy the next stage
Retirement is meant to be enjoyed. Maximize yours by learning how to retire debt-free. Dupaco member (and recent retiree) Chuck Andracchio explains.
A simple timeline of the typical probate process
When you’re grieving the loss of a loved one, the most mundane responsibilities can become difficult. And if you’re tasked with helping handle the estate of your loved one, you can feel downright overwhelmed. “Many members are concerned whether they…
How to make your estate less overwhelming for your survivors
Creating an estate plan is a lot like going to the dentist. You know you should do it, but it’s not exactly pleasant. “One of the purposes of estate planning is to communicate our wishes to those who come after us,”…
Couple turns to Dupaco Financial Services for investment guidance
As soon as Wayne Konrardy retired five years ago, he turned to his first order of business. “I switched my 401(k) right to Dupaco Financial Services,” said Wayne, of Dubuque. “That was the first thing I wanted to do.” Wayne, whose…
Member builds relationship with First Community Trust
When Janice Wright retired after 46 years at Hy-Vee, she started revisiting her financial life. Wright, of Waterloo, wanted to move her retirement savings to an account closer to home. She also sought estate-planning guidance. Wright first turned to her longtime financial institution,…
Closing in on retirement
Worried you’re not ready to retire? “For those members who are close to retirement, there may be fear that they may not have enough saved or they may need to change their standard of living,” says Jim Liddle, vice president,…
Protecting aging parents from fraud
Elder financial abuse has been called the fastest growing crime of the 21st century, according to the Credit Union National Association. “Our older generation is often more trusting of others and are easier for fraudsters to convince of their scams,”…
Let’s talk life insurance: 7 myths uncovered
Knowing how life insurance works can help you feel more confident to create a backup plan for the ones you love.
FCT helps widow gain financial confidence
Before he passed away, Kathryn (Kay) Norman’s husband made a request. He wanted his wife to lean on First Community Trust for financial guidance when he was no longer there to help her. Dupaco Community Credit Union partners with FCT to…
Consolidating investments saves time and more
When it comes to investing, the old saying applies: “Don’t put all your eggs in one basket.” But you’ve got to know where your baskets are – and what’s happening in those baskets. That’s where a trusted investment advisor is…
