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Helpful Resources


 / Investments / Helpful Resources

Helpful Resources

Delta Community Retirement & Investment Services*, located at Delta Community Credit Union, has been helping people like you plan their retirement and investments for a long time. That experience has given us valuable insight into some great financial planning decisions. And of course, we’ve noticed some pretty common mistakes, too.

We don’t want you to make mistakes! Forewarned is forearmed, so we’ve created a series of articles on common investment mistakes, and we’re sharing them with you.
 
Click on the links below to learn more about how to avoid common mistakes people make when planning for retirement.  

     pdf  The Importance of Naming a Beneficiary and Reviewing Current Beneficiary Forms

     pdf  Things You Can Do to Avoid Deposit Account Mistakes



*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR021206-5090

 

 
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