The Future of Financial Wellness: Why Estate Planning is the Missing Piece for Credit Unions
For decades, credit unions have been at the forefront of financial education, helping members manage savings, loans, and retirement. But in 2025, financial wellness isn’t just about budgeting—it’s about securing a member’s financial legacy. This is where estate planning fits in. The Growing Need for Estate Planning Estate planning has traditionally been seen as a […]
Beyond Banking: How Credit Unions Can Support the ‘Sandwich Generation’ with Estate Planning through a Partnership with Gentreo
Understanding the Sandwich Generation Millions of adults today are caught in the financial and emotional pressures of the ‘Sandwich Generation.’ These individuals find themselves supporting both their aging parents and their own children, often while managing full-time jobs and household responsibilities. The weight of caring for multiple generations can be overwhelming, leading many to put […]