July 1, 2023
Learn about some pitfalls you may face when it comes to...
Nearing Retirement
Save a little today...
...so you can enjoy more tomorrow.
You may have an idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? We will help you build a plan to get the most out of your retirement.
Many of us look forward to the day when we’ll be spending time with the grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.
Our CFS* Financial Advisors can meet with you to uncover your needs and long-term goals, then build a financial plan, that will help you to understand:
- Which investment strategy is appropriate for you, your family, and your future
- Various asset allocation models and investment vehicles used to plan for a comfortable retirement
- Your risk tolerance and time horizon
- The ups-and-downs of the market and how they may affect your goals
Contact us today to learn more about our retirement planning options and schedule a free, no-obligation appointment.
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The 401(k) plan is becoming one of the largest sources of retirement savings for many American workers...
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$1.7 trillion omnibus spending legislation recently passed...
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At some point in your life, you'll probably be faced with the question of...
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A tax basis can be important when deciding whether to make gifts now or...
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April 7, 2022
There are two types of rollovers: direct and indirect. A direct rollover is...
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.