Retirement Planning
Retirement Planning
Securing Your Financial Future
Retirement planning involves more than just saving money. Understanding federal retirement benefits, asset withdrawal strategies, and - if needed - how to fill the gap between what you need and earn. This month, join the MIDFLORIDA team as we explore topics to consider when planning for your retirement years.
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A weekly series that explores concepts related to this months's theme.
Investing for Retirement
Starts Oct 5, 2026
Retirement Healthcare Planning
Starts Oct 12, 2026
Maximizing Social Security Benefits
Starts Oct 19, 2026
Managing Risk in Retirement
Starts Oct 26, 2026Saving and Investing
Why and how to invest, including how to save money now.
The pros and cons of stocks, bonds, and cash. The concept of asset allocation is explained.
The types of accounts available to investors, including both taxable and tax advantaged accounts.
Why save for retirement and the impact of fees on investment performance.
An overview of the major retirement accounts, include Individual Retirement Accounts, Simplified Employee Pensions, and 401(k) plans.
How to develop a comprehensive retirement savings strategy.
A few simple things to keep in mind when starting a retirement savings plan.
Understanding your retirement income needs and exploring strategies for meeting them.
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August 2026
Financial Planning
What you need to know to start making a long-term financial plan, from getting married to planning for retirement.
Learning the "how" and "why" of short-term and long-term financial planning.
A will is a foundational part of most estate plans - here's what to know before creating one.
Everyone faces the possibility of temporary or permanent incapacitation. Make sure your wishes are followed.
How to make sure your wishes are followed in a medical crisis.
A look at some of the financial considerations of getting married.
Why save for retirement and the impact of fees on investment performance.
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About MIDFLORIDA
Since our founding in 1954, MIDFLORIDA has grown to serve members throughout the state of Florida, with branches coast-to-coast from Gainesville to Naples. Our products and services rival any local bank, while maintaining the credit union philosophy of excellent personal attention.