MAX CU vs Retire AI Coach

MAX Credit Union gives you access to your financial accounts anytime from anywhere. It’s fast, secure, and makes life easier by empowering you with the tools you need to manage your money. With MAX Credit Union, you can: -Keep your transactions organized by allowing you to add tags, notes and photos of receipts and checks. -Set up alerts so you know when your balance drops below a certain amount -Pay bills and loans and manage lines of credit -Transfer money between your MAX accounts or send money to accounts at other institutions -Send money to others with no fees -Deposit checks in a snap by taking a picture of the front and back -View and save your monthly statements -Apply for a new loan -Find the nearest branches and ATMs as well as surcharge free ATMs worldwide -Speak with a member service representative -Secure your account with a 4-digit passcode or biometric on supported devices. Disclosure: Some features are available for eligible members and accounts only. Insured by NCUA. Equal Opportunity Lender.

Retire AI Coach helps you explore retirement calculations, understand potential retirement income, and evaluate financial scenarios with clear, AI-assisted explanations. Review savings, accounts, income, spending, and retirement scenarios in one approachable dashboard. Ask James, the built-in AI coach, plain-language educational questions and hear supported answers read aloud. Key capabilities: - Explore retirement estimates and planning progress - Review retirement readiness, savings, income, and spending - Organize retirement and investment account information you enter - Compare retirement scenarios and planning choices - Include your own Social Security planning estimate in retirement-income scenarios - Ask James plain-language retirement questions - Use optional read-aloud support for James answers - Protect local app access with optional Face ID - Continue using available local planning information when offline Retire AI Coach provides educational information, not individualized financial, investment, tax, or legal advice. It does not trade securities, move money, guarantee returns, or make decisions for you. Consider qualified professional guidance for important financial decisions.