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
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Is your estate in order? This short quiz may help you assess your overall strategy.
A change in your mindset during retirement may drive changes to your portfolio.
Knowing the rules may help you decide when to start benefits.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.