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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Understanding the economy's cycles can help put current business conditions in better perspective.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Knowing your options when a CD matures can help you make a sound investment decision.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.