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This Week @ South Metro Federal Credit Union

Short, timely articles based on a real-world weekly theme.

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Understanding the Role of a Financial Advisor

The nuts and bolts of working with a Financial Advisor. Does it make sense for you?

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Should You Work with a Financial Advisor?

A financial advisor can be a helpful ally at many stages of your financial life, but you might find one is especially handy in a few situations.

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Fee or Commission? How to Pay a Financial Advisor

There are two main payment structures for advisors, fee-only and commission-based. There's also a third category, fee-based, that's a bit of a hybrid of the first two. Which is right for you?

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What is Fiduciary Duty?

What is fiduciary duty and why should you make sure your financial advisor has fiduciary duty to you.

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How to Choose a Financial Advisor

What to look for when you are looking into hiring a financial advisor.

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What to Expect From a Financial Advisor

A financial advisor can help you make sense of your current financial status and put a plan into place for the future.

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How to Get the Most From Your Financial Advisor

The steps to take to get the most out of your experience with a Financial Advisor.

New topics are posted every Sunday.
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Last Week @ South Metro Federal Credit Union

Caring for Aging Parents

As parents age, adult children may need to provide financial guidance and support. This week, we look at some of the issues common to many families.

A daughter helping her mother with a financial task.

Eldercare Introduction

Day 1: What you need to know about many of the financial issues associated with eldercare.

A middle-aged son comforting his elderly father.

Communicating With Aging Parents About Money

Day 2: Talking about elder care issues isn’t always easy, but it’s an important first step in forming a long-term plan.

Social Security cards resting on a pile of twenty dollar bills

Managing Cash Flow in Retirement

Day 3: Juggling expenses and income can be a challenge for many retirees.

Older couple standing close under an umbrella.

Protecting Your Parents’ Finances

Day 4: Working to prevent financial trouble before it starts.

The words: Last Will and

Essentials of Elder Law

Day 5: Legal issues associated with aging parents can be complex, but here are some basic topics to consider about estate and medical care planning.

A middle-aged woman with her elderly mother and father.

When Your Parents Can No Longer Live Independently

Day 6: Late in life care can be extraordinarily costly, especially when an assisted living home is required. Here's what to expect.

Older women playing cards, having tea with healthcare provider nearby.

Surprises to Avoid

Day 7: How to sidestep the unexpected challenges that arise as parents grow older.

  Popular Resources

Introduction to Budgeting

Income and Expenses

How to Improve Cash Flow

Evaluating Your Budget

About South Metro Federal Credit Union

Our suite of Financial Education Services (FES) is founded on providing a thorough education and consistent guidance with a confidential personal representative. With this relationship in place, we’ll work with you to determine your broad goals and set tactics for direct outcomes that build credit and help manage debt. We’ll empower you with the mindset, tools and products it takes to make an impact on your financial health.

A photo of Alyssa Walford.

Have a question? Contact Alyssa Walford at:

952-358-9738
fes@southmet.com

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