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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
In the face of divorce, making changes to insurance coverage may be overlooked.
Regardless of how you approach retirement, there are some things about it that might surprise you.
It's important to understand how inflation is reported and how it can affect investments.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
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 a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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?
It's easy to let investments accumulate like the junk in a junk drawer.
Smart investors take the time to separate emotion from fact.
What are your options for investing in emerging markets?
What if instead of buying that home, you invested that money?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.