Wealth Management at Hudson Valley Credit Union

09/16/2026

In the latest : Higher yields are creating noise, but growth, consumer strength, and AI investment remain powerful market drivers.
Read the full report here: https://www.wealthathvcu.com/weekly-market-commentary

09/15/2026

Choosing Medicare isn't just about enrolling. Understanding your options, timelines, and coverage details can help you avoid costly surprises down the road.

During Medicare Education Week, take time to learn:
✅ When to enroll
✅ What Medicare does and doesn't cover
✅ How supplemental coverage may fit your needs
✅ Common mistakes to avoid

Knowledge today can lead to greater confidence tomorrow.
👉 Learn more at Medicare.gov for official information on enrollment periods, coverage options, costs, and important deadlines.

09/14/2026

True wealth extends beyond finances. It includes the ability to enjoy life's experiences, spend time with the people we care about, and make the most of each day.

Investing in yourself, your relationships, and your future can pay dividends for years to come.
A balanced life is one of life's greatest achievements.

At WMHVCU, we're committed to helping you build a future that supports the life you want to live.

09/14/2026

Thank you for 11 years of helping clients navigate their financial journeys with care, trust, and exceptional service. We're grateful for all you do and the positive impact you make in the lives of the families and businesses you serve.

Working with clients in the Cortland Manor and Montgomery communities, Emalie Lasko is dedicated to helping individuals, families, and business owners work toward their financial goals with confidence.

Congratulations on this incredible milestone!

Learn more about Emalie: https://www.wealthathvcu.com/team/emalie-lasko

09/11/2026

Today, we remember the fathers, mothers, sons, daughters, friends, neighbors, and heroes whose lives were forever changed on September 11.

May we never forget their sacrifice, their courage, and the unity that followed.

09/10/2026

Think you understand Roth accounts? This article breaks down one of the most commonly misunderstood retirement planning rules: the Roth 5-year rule. Learn how timing, withdrawals, conversions, and rollovers can impact your tax strategy and help you make more informed decisions for the future. Read more.

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

09/09/2026

Tune in to the LPL Financial Market Signals Podcast for expert insights and analysis on the latest market trends and investment strategies!

Click the link to listen to the latest episode. https://www.wealthathvcu.com/market-signals-podcast

09/08/2026

Happy Birthday, Ray! Wishing you a year filled with new opportunities, great memories, and continued success.

Serving members and families in the Fishkill community, Ray Khoury is dedicated to helping individuals and families navigate their financial journey with confidence.

Learn more about Ray: https://www.wealthathvcu.com/team/ray-khoury

09/07/2026

Our offices are closed today in observance of Labor Day. We wish you a day of rest, reflection, and quality time with those who matter most.

Happy Labor Day from the Wealth Management Team at Hudson Valley Credit Union.

09/05/2026

Want to maximize your 401(k)? Don't just check the balance.

Many people spend years watching their account grow but never revisit the decisions driving that growth.

Three questions worth asking:

✅ Are you contributing enough to capture the full employer match?
✅ Have you increased contributions after a raise?
✅ Is your investment allocation still aligned with your goals?

Growing retirement savings isn't about making one perfect move. It's about making intentional adjustments over time.

If you're unsure whether your retirement strategy is aligned with your long-term goals, let's start a conversation: https://www.wealthathvcu.com/financial-services-consultation