CUFN

 
16150 N. Arrowhead Fountains Center Dr., Ste. 265
Peoria, Arizona 85382
623-466-9196
browns@cufn.org

Estate Management 101 Where Is the Market Headed? What Smart Investors Know

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

 





 

Helpful Content

Estimating the Cost of College

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?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

What to Look for in a Long-Term-Care Policy

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

 

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

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Rightsizing for Retirement

What does your home really cost?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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