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To get ahead you have to stay informed

Whether you are looking to invest, save for retirement, or just learn the financial basics, you’ve come to the right place. We have over 30 courses to further your financial knowledge. Let’s get started!

 Building Financial Resilience
  • Budgeting During a Crisis (Financial or Otherwise)
  • Debt Management
  • Healthy Financial Habits
  • How does Inflation Impact my Finances?
  • How to Save for an Emergency, During an Emergency
  • Manage your Loans During Difficult Times
 Investing in Your Future
  • 529 Plans
  • Article: Managing Volatile Income
  • Building Emergency Savings
  • Certificates of Deposit
  • Health Savings Accounts
  • Mindful Living
  • Paying for College
  • Savings Accounts
  • Shopping for Insurance
  • Sustainable Investing
 Financial Foundations
  • Car Loans
  • Checking Accounts
  • Credit Cards
  • Mobile and Online Banking
  • Prepaid Cards
  • Preventing Overdraft Fees
  • Why You Should Pay More Than the Minimum Balance on Your Credit Card
 Preparing for Retirement
  • 401(k) Plans
  • Article: Maximizing Retirement Savings
  • Estate Planning
  • FIRE Lifestyle
  • Individual Retirement Accounts (IRAs)
  • Planning for Retirement
  • Wealth Transfer
  • When to Collect Social Security
 Financial Articles
  • Article: Managing Volatile Income
  • Article: Maximizing Retirement Savings
  • Set Your Calendar Every Year for Good Financial Health
  • Should I Refinance My Mortgage?
  • Why You Should Pay More Than the Minimum Balance on Your Credit Card

LPL Financial Form CRS.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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