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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Five phases to changing unhealthy behaviors.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here are 4 great, and sometimes unexpected, places to raise a family.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Read this overview to learn how financial advisors are compensated.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Smart investors take the time to separate emotion from fact.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.
There’s an alarming difference between perception and reality for current and future retirees.
There are a few things to consider when buying or leasing your next vehicle.