Welcome to Extra Credit Investments!
Steven Ellsworth, our Financial Consultant uses comprehensive wealth management strategies to help credit union members with retirement planning, income distribution, investments and risk management.
Topics include cash management, strengthening your safety net, building a portfolio, funding a comfortable retirement, managing tax strategies and preserving your wealth.
To schedule an appointment, please call (586) 276-3108.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
This calculator can help you determine how soon you can pay off your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How Long Will Your Funds Last?
How Long Will It Take to Pay my Balance?