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
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
The Other Sure Thing
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.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Bonds may outperform stocks one year only to have stocks rebound the next.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Earnings season can move markets. What is it and why is it important?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Are you ready for retirement? Here are five words you should consider.
There are nearly 1,200 ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.