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I want to

grow my nest egg

manage spending and credit

explore housing options

face family challenges

manage my estate, taxes, and legal issues

insure against loss

achieve a healthy retirement

start a small business / refresh my career

plan for travel and leisure

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At Members 1st, we're here for you through all of life's stages. Ask us about the right financial products and services for you as you consider retirement.

How do you compare to other Plan It users? (There’s no right or wrong answer)

If you suffered a fatal heart attack tonight at a dinner party, how would your family/beneficiaries cope financially?

Not well at all—I don\'t have any life insurance for surviving spouse or dependents. 22%

They'd have some financial support from a small life insurance policy, but they'd probably struggle financially without my income. 24%

They would have benefits that replace all—or almost all—of the income I bring in. 36%

It doesn't matter—I don't have a spouse or dependents. 18%

Archived Polls

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So Much to Plan for in Retirement, So Little Time

This cliff-hanger episode of PreRetiree Lane will leave you breathless, starting with a flirtatious exchange between financial planner Austin Bryant and Mercedes, followed by a slam-the-door shouting match between Stu and Marta. The real jaw-dropper, though, is the last scene—a phone call that no one expects nor wants to believe is true.

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Audio: Help for the Small Business Owner

Read Preretiree Lane Episode 6: So Much to Plan for in Retirement, So Little Time

Read Preretiree Lane Episode 5: Taking Stock and Taking Action on a Retirement Plan

Read Preretiree Lane Episode 4: The Best Laid Plans…are Necessary to Plan for Retirement

Read Preretiree Lane Episode 3: A Little Help from Your Friends with Retirement Planning

Read Preretiree Lane Episode 2: Just the Facts, Ma’am…Gathering your Financial Information

Read Preretiree Lane Episode 1: Meet the Neighbors

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