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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Don’t overlook the need for renter’s insurance if you rent your home.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn when it may not make sense to file a claim on your home insurance.
Do you know where the idea of “retirement” comes from?
Apps that help small business owners better manage and grow their business.
Technology tips to make your next trip even better.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
What does your home really cost?
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
Would you guess that Millennials are effectively saving for retirement? Well, they are.