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
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
However exciting retiring abroad may sound, it deserves considerable planning.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Ascertaining the value of your business is important for a variety of reasons.
Investors who put off important investment decisions may face potential consequence to their future financial security.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
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.
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 a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
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.