Investment planning is about discipline and patience, but it doesn’t have to be difficult. Consider these insights from our experts so you can make informed decisions.
You’ll want to hang on to an investment as long as it meets your objectives. Is it likely to continue to perform as well as or better than comparable investments? Is it still appropriate for your age, risk tolerance and financial goals? Evaluating your investments once or twice a year will help you make that determination.
All investments come with some level of risk, and if you’re planning to invest your money, it’s important to be aware of how much volatility you can endure. Consider the following factors:
To get started, you’ll need to set lifestyle goals for your retirement. At what age do you see yourself retiring, and what would you like to do? You’ll need to account for basic living expenses (food, utilities, transportation, etc.), the cost of a mortgage you may still be paying off, or the cost of funding your child’s education, which may happen well into retirement. Finally, be realistic about how many years of retirement you’ll have to fund. With people living longer, your retirement could span 30 years or more.
SESLOC has once again been recognized as a leading credit union that consistently provides an exceptional member service by MemberXP, a member experience solution from CU Solutions Group.
SESLOC Credit Union announced today that Shawn Mulqueeney has been selected as the new Senior Vice President/Chief Information Officer. The former CIO, Ken Long, has accepted a new role of Senior Vice President/Chief Risk Officer at SESLOC.
We’re partnering with News Channel 12 to honor nonprofit volunteers who make our community thrive. Each month, we’re choosing a different nonprofit and asking them to select a valuable volunteer to receive the SESLOC Cares for Community Award. We’re thrilled to introduce Jessa Brooks, from the Santa Maria YMCA.
26 members won a combined $7,300 in the monthly and quarterly Save to Win 12-month Share Certificate¹ prize drawing² earlier this month — including two big quarterly winners of $5,000 and $1,000. What would you do if you got the call announcing a surprise windfall? Anthony, the $1,000 quarterly prize winner, quite literally jumped for joy when he heard the good news.
SESLOC Credit Union announced today that Geri LaChance will retire as President and CEO effective June 2024 after 12 years of leadership at the credit union. LaChance will be succeeded by Executive Vice President/Chief Financial Officer Mike Quamma.
