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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
At what point can you call a personal vehicle commercial?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A four-step framework for building a personal legacy.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.