Wealth Management at UW Credit Union

09/01/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

08/28/2026

🙌 Teamwork in action!

Our Wealth Management team recently stepped away from their desks and rolled up their sleeves for United Way of Dane County's Day of Caring. Working alongside other volunteers, we helped assemble ImPacks filled with essential household and personal care items for local families. We're proud to support efforts that strengthen our local community and make a positive impact for our neighbors.

💙 Together, we can make a difference.

08/26/2026

☀️🌳 What a fantastic evening at our Backyard BBQ Bash!

Last week, our Wealth Advisor, Tim Schiefelbein, hosted his annual summer picnic as a thank you to clients and a way to close out the summer. From the delicious BBQ spread to the exciting raffle prizes, there was something for everyone to enjoy.

One thing was clear: the bounce house was the star of the show! 🏰🎉 It stayed busy all evening as families gathered, connected, and made the most of a beautiful summer night.

We appreciate the opportunity to spend time with our clients outside the office.
All-Star Staff Photo (left to right): Angel, Alexa, Tim, Alex, Avery and Michael

08/20/2026

⏸️ Pause before you click. Pause before you reply. Pause before you act.

Scammers are experts at creating a sense of urgency. They want you to react emotionally before you have time to think. Whether it's a text about a suspicious transaction, an email claiming your account is locked, or a call demanding immediate action, their goal is the same: get your personal information.

💡 Think your investments accounts may have been compromised? Contact us right away. Taking quick action may help protect your accounts, identify suspicious activity, and minimize potential damage.
https://consumer.ftc.gov/articles/how-recognize-avoid-phishing-scams

08/13/2026

💡 Estate planning tip: Don't forget your digital estate.

📧 Email accounts
📱 Social media profiles
☁️ Cloud storage
💻 Online subscriptions
🔑 Passwords

While financial assets are an important part of every estate plan, your electronic footprint matters too. Creating a digital inventory can help protect your information and make things easier for your loved ones in the future.Your legacy extends beyond dollars and cents. 🌟

If you died, what would happen to your email archives, social profiles and online accounts?

08/07/2026

🚨 Could you spot a scam before it's too late?
Scams, frauds, and even AI-generated deep fakes are becoming more convincing every day. In 2024 alone, more than 859,000 Americans reported being scammed.*
Join our FREE webinar to learn:
✅ The emotional triggers scammers use to manipulate people
✅ Common patterns found in romance, investment, tech support, and other scams
✅ What to do if you or someone you know has already been targeted

📅 Wednesday, August 12
⏰ Noon
🔗 8f7051e5-4faa-4683-a343-845a0a65a35d@41b430cd-7b81-41fa-a8d4-ce5c797bdc5c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/8f7051e5-4faa-4683-a343-845a0a65a35d@41b430cd-7b81-41fa-a8d4-ce5c797bdc5c

07/29/2026

📊 Midyear Outlook 2026 is here!

From AI-driven growth 🤖 to election-year uncertainty 🗳️, several themes are shaping today's investment landscape. While markets may experience bumps along the way, maintaining a diversified portfolio remains one of the most important strategies for long-term investors.

Learn more in LPL Research's Midyear Outlook:
🔗 go.lpl.com/midyearoutlook

07/24/2026

⚠️ Think you're ready for retirement? Don't let these common pitfalls catch you by surprise!
From rising healthcare costs, to inflation and taxes, there are several retirement traps that can impact even the most diligent savers.

Take a few minutes to review our infographic:
🎯 Learn where retirees often stumble
💡 Pick up practical planning tips
🌟 Gain confidence in your retirement strategy

Want to talk to an Advisor about it? Give us a call today!

Beware of these traps that could upend your retirement.

07/13/2026

The latest insights from the 2026 EBRI Retirement Confidence survey are available!

See how your confidence stacks up from retirement readiness to social security reliance. Do any of these stats seem surprising as you think about your retirement journey? Want to boost your retirement score, reach out to us today!

07/07/2026

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, it’s a good way to start a great habit.

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. For more information or to set up a meeting, drop us a note today!