EECU Member Investments

EECU Member Investments Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from EECU Member Investments, Financial service, 2222 W Shaw Avenue, Fresno, CA.

Financial advisor serving Fresno and beyond with
comprehensive wealth management services
including retirement planning, estate planning,
tax planning, investment management, and
insurance.

Financial pressure and AI anxiety are pushing workers to redefine what comes after their primary career.
09/10/2026

Financial pressure and AI anxiety are pushing workers to redefine what comes after their primary career.

Happy Labor Day! We hope you have a wonderful day celebrating with friends and family.
09/07/2026

Happy Labor Day! We hope you have a wonderful day celebrating with friends and family.

Happy 401(k) Day! 🎉 Changing jobs or approaching retirement? One of the biggest financial decisions you may face is dete...
09/05/2026

Happy 401(k) Day! 🎉 Changing jobs or approaching retirement? One of the biggest financial decisions you may face is determining what to do with your retirement account.

You may have several options, including: ✔ Leaving funds in your former employer's plan ✔ Rolling funds into an IRA ✔ Moving funds into a new employer's plan (if permitted) ✔ Cashing out (which may have significant tax consequences)

Before making a decision, it's important to understand the potential tax implications and deadlines involved. A little planning today can help you stay on track with your long-term retirement goals.

According to the latest IRS data, just 29% of Roth IRA contributors maxed out, meaning more than 7 in 10 fell short of t...
09/03/2026

According to the latest IRS data, just 29% of Roth IRA contributors maxed out, meaning more than 7 in 10 fell short of the annual limit.

Year-end planning might feel far away—but the decisions you make now can have a meaningful impact later.From income and ...
08/28/2026

Year-end planning might feel far away—but the decisions you make now can have a meaningful impact later.

From income and cash flow to investments, taxes, and long-term goals, taking time to review your financial picture today can help you stay on track and avoid surprises before year-end.

Swipe through for 6 key areas to revisit—and consider where small adjustments now could make a difference. If it’s been a while since you’ve reviewed your plan, we’re here to help you take the next step with confidence.

Less than half (42%) of Americans are on track for retirement, according to Vanguard research. Of all the generations, b...
08/27/2026

Less than half (42%) of Americans are on track for retirement, according to Vanguard research. Of all the generations, baby boomers are among the least prepared.

Median 401(k) balances typically peak in workers’ 50s due to higher salaries, catch-up contributions and compounding gro...
08/20/2026

Median 401(k) balances typically peak in workers’ 50s due to higher salaries, catch-up contributions and compounding growth. Balances often decline in the 60s and 70s as retirees withdraw funds, roll over accounts, or meet required minimum distributions. A shrinking 401(k) balance in retirement is expected and reflects the account’s purpose of funding retirement spending.

Median 401(k) balances typically peak in workers’ 50s due to higher salaries, catch-up contributions and compounding growth. Balances often decline in the 60s and 70s as retirees withdraw funds, roll over accounts, or meet required minimum distributions. A shrinking 401(k) balance in retirement is...

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2222 W Shaw Avenue
Fresno, CA
93711

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