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Members Choice Credit Union has partnered with SWBC Investment Services, LLC to offer comprehensive financial services to our members.

Through Members Choice Investment Services, located at Members Choice Credit Union, members have a team committed to helping them achieve long-term financial success.

With today's economic challenges and diverse investment choices, you need a trusted team who can simplify the investment process and can help you determine your short- and long-term investment needs including retirement and college planning, 401(k) rollovers, portfolio management, and overall financial planning.

Check the background of this investment professional on FINRA's BrokerCheck.

Newsletters

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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