The Sheeter Group works exclusively with Credit Unions creating Executive Benefit Plans to recruit, retain and reward top-notch talent. We also design Expense-Offset Plans and specialized Director benefits.
These are our strengths:
- EDUCATION. Your decision-makers move forward with confidence when they are knowledgeable. Get informed in plain English.
- PLANS. Your Credit Union is unlike any other. We get it. We offer tailored plans, unique to your Credit Union.
- COMPLIANCE. We know what regulators want, today and ongoing. Their preferences can be a moving target and we keep you informed.
- SERVICE. Credit Unions leave other providers to come to us. We have never lost a client to a competitor.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
How long does a $20 bill last?
The federal government requires deceased individuals to file a final income tax return.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Lifestyle considerations in creating your retirement portfolio.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.
Smart investors take the time to separate emotion from fact.
How do the markets usually react to elections? Was the 2016 election any different?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”