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

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

The New Red Scare: Chinese Ownership of U.S. Debt

Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?

Catch-Up Contributions

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

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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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 Principles

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Your DNA Test

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.

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