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Family in front of new home

Congratulations!

Purchasing a new home is a significant milestone in your financial journey. To learn more about how this milestone affects your financial situation, refer to the resources below.

RESOURCES

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Building a Solid Financial Foundation

Consider these five pillars to a solid financial foundation.

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Choices for Your 401(k) at a Former Employer

Starting a new job? If so, you have options for your 401(k) at your former employer.

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Assess Your Life Insurance Needs

Use this calculator to estimate how your new home purchase may impact your life insurance needs.

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Should I Pay Off Debt or Invest?

Use this calculator to help analyze a hypothetical situation.

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Inventorying Your Possessions

Moving into a new home is the perfect time to review your personal inventory.

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Home Mortgage Tax Deduction

For those who itemize deductions, the mortgage interest on their main home and on a second home may be deductible.

Making Sense of a Home Warranty

A warranty makes sense for big-ticket purchases, but what about for a home?

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Buying a Vacation Home?

Five Questions to Consider.

LPL Financial Form CRS

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. Please note that not all of the investments and services mentioned are available in every state.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Dow Credit Union and the Retirement and Investment Center located at Dow Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Retirement and Investment Center Located at Dow Credit Union, and are employees of LPL.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Dow Credit Union or the Retirement and Investment Center Located at Dow Credit Union. Securities and insurance offered through LPL or its affiliates are:

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Dow 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. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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© 2026 Retirement and Investment Center located at Dow Credit Union

LPL Disclosure
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