Why Credit Unions are Partnering with CUFN
- Placing the interests of CREDIT UNIONS first with a continuous quest for IMPROVEMENT in everything we do
- Adding VALUE in developing new leads and business opportunities
- Treating all PEOPLE with dignity and respect
- Reflecting the highest standards of INTEGRITY
- Demonstrating TEAMWORK throughout the organization
- Being GOOD CITIZENS in the community in which we live and work
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For some, the social impact of investing is just as important as the return—perhaps, more important.
It's important to make sure your retirement strategy anticipates health-care expenses.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Smart investors take the time to separate emotion from fact.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?