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Maintaining Your Financial Records: The Importance of Being Organized

Retirement Planning & Investments
An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate
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Credit Union Student Choice Recognizes UMassFive College Federal Credit Union with Honor Roll Award and $5,000 Chip Filson Scholarship

News
Boston, MA - During the recent Empower U conference in Boston, MA, Credit Union Student Choice presented its third annual Honor Roll Award to UMassFive College Federal Credit Union. The award recognizes excellence in higher education financing and is
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Asset Protection for Women: Beyond Insurance

Retirement Planning & Investments
As women continue to work and earn money, become the main breadwinners, and run their own businesses, it's important to take measures to protect your lives, businesses, and simply the things you own. That's why asset protection planning has become so
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Estate Planning and 529 Plans

Retirement Planning & Investments
When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for school, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more of your estate
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What is a Living Trust?

Retirement Planning & Investments
A living trust is a popular estate planning tool that lets you (1) retain control over the trust property while you are alive, (2) avoid guardianship in case you become incapacitated and can no longer handle your own financial affairs, and (3) pass
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Our eStatements Big E Ticket Winner!

News
In August, we hosted a contest for those who enrolled in eStatements. These members were entered to win a four-pack of tickets the the Big E. Congratulations to our winner Alena, have a great time at the Big E!
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