When it comes to investment products, our recommendations are as individual as you. 

FinancialPlus Credit Union has partnered with an Investment Professional who can recommend a mix of quality investment options, such as mutual funds, IRAs and fixed annuities, based on your unique situation. We also offer long-term care and life insurance to protect you and your loved ones.


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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Clue for Homeowners: Filing a Claim Could Cost You

According to a recent report, homeowners who filed just one insurance claim saw their premiums rise by an average of 9%.

HOT TOPIC: Is a Strong Dollar Good for the U.S. Economy?

Understanding the rising U.S. dollar and its potential effect on the economy, consumers, and investors.

Aiming at Target-Date Funds

How target-date funds work and why it’s important to understand a fund’s specific strategy.

Know Your Rights, But File with Care

It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

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