Getting over the fear of spending down in retirement
Today more people are living longer – and the likelihood of living even longer increases for those who make it to retirement age. Here’s a look at how longevity plays ...
The latest from Robbie Burgett
ICU Day 2019 focuses on Local Service. Global Reach.
Credit unions worldwide are gearing up to celebrate International Credit Union Day on October 17, 2019. ICU Day festivities are a way to reflect on the positive impact our individual ...
Performance standards – Rule or tool?
I’m often asked, in my role as a performance strategist, “Should our organization have performance standards in place?” I usually I respond with a question of my own, “Why ...
The “first date” with your member—will you get a second?
When a brand new member takes the time (and it’s usually on their lunch hour) to walk into your branch to “move” their checking account – there is no bigger ...
Reshape your lending strategy to meet your membership’s current and future needs
While the business lending market is steadily growing, so is the competition for market share. With little room to differentiate products based on interest rates, according to this article, an ...
How to prioritize savings and investing goals
But setting proper financial priorities can feel overwhelming when you have so many things competing for your time and attention. However, don’t let this one slip to the sidelines. ...
Provide a robust digital member experience
When it comes time to plan for your credit union’s future, what issues are on the agenda for your next strategic planning session? The 2019-2020 CUNA Environmental Scan explores ...
Build stronger member relationships through financial counseling
According to a recent BlackRock report, financial worry outranks other leading stressors including health, family and work. Financial stress is a top worry for American families because many of them ...