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5 Smart Ways to Consider Spending Your Tax Refund

Tax season is upon us! If you're one of the lucky ones receiving a tax refund this year, make sure to spend it wisely. Here are 5 ways to use your tax refund to get ahead in 2023.

Financial Advice Can Pay for Itself

The best way to save isn’t always something you can figure out on your own—a financial professional has the experience to keep your retirement planning on track.

How to Get Started with Investing: 4 Easy Tips

Top tips for new investors; these 4 steps will help you get started.

Annual Financial To-Do List

Include these 7 items on your financial to-do list to catch important financial opportunities you won't want to miss.

What Is a 529 College Savings Plan? College Savings 101

It's never too early to start saving for your child's education. Learn what options are available to you as a parent.

Get a Head Start on College Tuition

College and post-secondary costs keep growing—you can mitigate many of those future costs by starting a plan now.
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15 Times When You Need a Financial Professional

Wondering if need a financial professional? Here are 15 times you might.

Reduce the Risk of Outliving Your Money

Tackle your greatest retirement fear—outliving your money—with the right financial steps.
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3 Reasons Why You Should Start Investing Young

Early investing is smart investing. Here’s how you can earn more with time.
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Straight Talk About Women and Investing

Women have unique investment needs. Here’s why that’s important to understand.
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3 Reasons to Convert to a Roth IRA

If you currently have a traditional IRA, you may want to consider converting it to a Roth. Here’s why.

5 Common Factors Affecting Retirement Income

When planning for your retirement, consider these common factors that can affect your income and savings.

Roth IRA vs. 401(k): Which Is Better?

If possible, contribute to both—but pay attention to how.
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How Can You Achieve Financial Freedom?

Want to achieve financial freedom? Here are 9 steps you can take to get there.
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What to Do With an Inheritance

Receive an inheritance? Here are the dos and don’ts.
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401(k) Rollover to IRA: What You Need to Know

One thing that many people forget when they change jobs is their 401(k). Should you roll over your 401(k) to an IRA? Here's what you need to know.

Two Bucket Strategies for Retirement Income

Choose between two bucket strategies that will help you prepare for retirement.
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5 Reasons Why Everyone Needs a Financial Plan

Here’s why everyone, regardless of age or wealth, needs a financial plan.

10 Questions to Ask a Financial Professional in Your First Meeting

A good financial professional will provide clear, straightforward answers, letting you know you’ve chosen well.
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5 Biases Affecting Your Investment Decisions

It’s natural to have investment biases, but here are simple steps you can take to overcome them.

Is This Working? When to Switch Financial Professionals

Here’s how to know it’s time to switch financial professionals and how to do it.

Retirement Savings Strategies for Every Age

Here’s how your approach to retirement savings should change over time.

How Much Money Do I Need to Retire?

Are your retirement savings on track? Here are some quick ways to find out.

Comparing Types of Retirement Plans

When it comes to retirement plans, there’s something for everyone.

8 Ways to catch up on retirement savings

If your retirement savings are falling short, here are 8 ways to catch up.

Start Building Wealth in 12 Steps

Building wealth is a step-by-step process; here’s how to get started.

Can I Retire on My 401(k) Alone?

How you save for retirement is as important as how much you save.

How to Save for Retirement in 4 Steps

Retirement planning? Do these four things to set yourself up for success.

Here when you need us

Our financial professionals are here to help. Get in touch with a member of our team for a complimentary, no-obligation consultation.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.  We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances.  All examples are hypothetical and are for illustrative purposes.  We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & Investment Services. Securities and insurance offered through LPL, or its affiliates are:

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