Wealth Management at UW Credit Union

05/29/2026

🎓 It’s National 529 Day (May 29)! 🎓
Saving for education is an investment in opportunity. Today, Wisconsin recognizes 529 College Savings Plan Day, highlighting how 529 plans can help families prepare for future education and career training from college and technical school to apprenticeships.

📌 Why it matters: Planning ahead can help reduce reliance on student loans and keep more options open for the future.
If you’d like to learn how a 529 plan could fit into your overall financial strategy or which options may be right for your family reach out to us!

Here's a crash course on saving for college.

05/22/2026

Our offices will be closed on Monday, May 25th in honor of Memorial Day. We will re-open for normal business hours on Tuesday, May 26.

05/10/2026

Grateful for the mothers, grandmothers, aunts, and sisters in our lives. We love our moms!💐

05/08/2026

Why Estate Planning? ❤️ Because taking care of your loved ones starts with a plan.

Join us for this webinar to learn how estate planning helps ensure your wishes are followed and your family is protected. We’ll discuss what can happen without a plan, why outdated documents can cause problems, and how changing laws and beneficiary choices could impact those you leave behind.

📅 Don’t wait - peace of mind starts now.
Register now for May, 13 at Noon: bcdef239-1d64-4585-9919-7eaa7b11cea4@41b430cd-7b81-41fa-a8d4-ce5c797bdc5c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/bcdef239-1d64-4585-9919-7eaa7b11cea4@41b430cd-7b81-41fa-a8d4-ce5c797bdc5c

05/06/2026

We always enjoy sharing knowledge! A couple weeks back, our Milwaukee Financial Consultant, Andrew Kroll, presented to Johnson Controls retirees on Roth conversions and retirement tax strategies 🧠💼.
We’re happy to help educate our community and empower people to get even more out of their retirement 💪✨Contact us today to see how we can assist you!

05/04/2026

🎉 We’ve reached $1 billion in assets under management! 🎉
This achievement reflects years of steady growth and, more importantly, the trust our clients place in personalized, advisor-led guidance rooted in their best interests. From first homes to funding education and planning for retirement, we’re grateful to be here for every step.
Read more about this milestone 👇
https://www.uwcu.org/news/members/wealth-management-milestone

💼 Interested in working with us?
Contact us today to see how we can help.

04/30/2026

Coffee, community, and one beautiful Saturday ☕

Last weekend, our Wealth Advisor, Justin Novara hosted a client appreciation event with one of his very own clients, Tony! Tony is a co-owner of Rusty Dog Coffee. A big thank you to Tony for opening our eyes (and taste buds!) to the world of great coffee. (Top left photo: Tony & Justin Novara)

From cultivation 🌱 to roasting 🔥, we learned so much and even discovered that coffee is actually a fruit 🍒☕! The seed of a fruit, to be exact.

Such a fun morning spent sipping, learning, and getting to know our clients even better!

04/27/2026

🌸 Blooming into spring with our amazing clients! 🌷
Last week, our Advisors, Carina and Katelyn hosted a client appreciation event. Our office was filled with the most beautiful blooms- and the best floral fragrance -during this spring bouquet event, "Flowers & Finance". It was a joy to watch everyone create their own stunning arrangements to take home.

Thank you to our wonderful clients for spending the evening with us and helping us welcome brighter days ahead! ☀️🌼

04/24/2026

⏰ It's all about timing, isn't it? When you claim Social Security matters more than you might think.
Starting benefits early can permanently reduce your monthly payment, while waiting can increase it over time. The right timing depends on your goals, health, income needs, and overall retirement strategy, not just your age. Check out this 60 second video explaining the sweet spot of timing social security💡

📞 Not sure when to take your benefits? Contact us to discuss how Social Security timing fits into your retirement income plan.

Taking your Social Security benefits at the right time may help maximize your benefit.

04/17/2026

📘 Social Security plays a bigger role in retirement than many people realize.
From when to claim benefits to how income and taxes can impact what you receive, the details matter. Our article, “9 Facts About Social Security,” breaks down key insights to help you make more informed retirement decisions ✅

💬 Have questions about how Social Security fits into your retirement income plan? Contact us to discuss your options and plan with confidence.

There are things about Social Security that might surprise you.