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
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
Recent changes in estate tax laws could affect the strategy you have in place.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Understanding the cycle of investing may help you avoid easy pitfalls.
Three things to consider before dipping into retirement savings to pay for college.
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.