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Why Monitoring Your Cash Flow is Critical Right Now

News
CO-WRITTEN BY JEFF SIMPSON, CFA, CHIEF COMMERCIAL OFFICER, UMASSFIVE COLLEGE CREDIT UNION, JEFFREY SATTLER, SVP COMMERCIAL BANKING, LIBERTY BANK It’s an unfortunate fact: Most small and middle market businesses in our community will experience
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UMassFive Offers Financial Resources and Community Support

News
As a local non-profit financial cooperative, UMassFive College Federal Credit Union (UMassFive) is known for playing an active role in supporting and educating their members and local communities. In response to the COVID-19 pandemic, UMassFive has
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2019 Annual Report

Annual Reports
Annual Report Online Interactive Version Annual Report PDF Version Live Stream of the Annual Meeting Annual Meeting Agenda 52nd Annual Meeting Minutes
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New Spending Package Includes Sweeping Retirement Plan Changes

Retirement Planning & Investments
The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then
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The SECURE Act and Your Retirement Savings

Retirement Planning & Investments
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements
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Choosing a Beneficiary for Your IRA or 401(k)

Retirement Planning & Investments
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right
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