CUFN

 
16150 N. Arrowhead Fountains Center Dr., Ste. 265
Peoria, Arizona 85382
623-466-9196
browns@cufn.org

Estate Management 101 Where Is the Market Headed? What Smart Investors Know

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

 





 

Helpful Content

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Are Women and Financial Strategies a Mismatch?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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