News & Events HOME | NEWS & EVENTS NEWS & EVENTSFEATURED Estate Planning Seminar 2025 June 13, 2025 Join us June 26th at 5:30pm for a free seminar on wills, trusts, and legacy giving. Learn how […] READ MORE LATEST ARTICLES Cleveland Home Prices Up in April In April, home prices rose substantially from the month before, with a median listing price of $150,000. The […] OC Federal Credit Union Provides Financial Literacy Learning Resources to Local Schools OC Federal Credit Union is bringing financial literacy education to over 300 students in Ohio. Students at 23 schools have free access to Banzai, […] Financial Scams Targeting Older Adults Be on the lookout for robocalls and phone scams – One common robocall is the “Can you hear me?” […] Term vs Whole Life vs Universal Life Term life insurance provides coverage for a specific period, offering a death benefit to beneficiaries if the policyholder dies […] Is Gap insurance worth it? If your vehicle gets totaled or stolen and you owe more on the loan than what your car […] Mortgage Points: Should You Pay These Optional Fees? What Are Mortgage Points (and Should You Pay for Them)? When you’re shopping for a mortgage, you might […] OC FEDERAL NOW OFFERING MEDICARE ADVANTAGE PLANS What Medicare Advantage plans are available? There are five types of Medicare Advantage plans: What is the most […] Cleveland-area home listings surge 45.7% in March By Megan Sims, cleveland.com CLEVELAND, Ohio — A new report showed that the Cleveland-Elyria area saw an increase in […] Can A Trust Help Protect Your Assets? What is a trust and do you really need one will a will work just as well? Well, […] Understanding Medicare: We’re Here to Help Navigating Medicare can feel overwhelming—but it doesn’t have to be. Whether you’re turning 65 soon or just starting […] How An Annuity Can Help As You Plan For Retirement With 2024 being the year with the greatest number of retirees hitting 65,1 there is a significant demographic of […] Mitigating Market Risk with Fixed Annuities: A Smart Addition to Your Financial Portfolio When the economy is unpredictable as it is now, investors look for ways to protect a portion of […] 1234567...14» Say Hello to ClickSWITCH It’s simple to move over your direct deposits and recurring payments. LEARN MORE