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 / 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 and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

 

 
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