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
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Recent changes in estate tax laws could affect the strategy you have in place.