Our CFS advisors* work with outside estate-planning attorneys to help ensure the legacy you leave is what you envisioned.
Legacy planning is a complex process that allows you to create a lasting gift for your heirs that goes well beyond financial matters.
The simple advice is to set your retirement income as a percentage of your current income. But that approach doesn't account for your specific plans.
College tuition has tripled over the past 30 years. All the more reason to take advantage of savings tools (like 529 College Savings Plans) early.
Interest rates are slowly inching up, and the Federal Reserve has signaled that they will continue to rise incrementally. Now is an excellent time to begin rethinking your savings strategy.
* Nondeposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Nondeposit investment products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. SELCO Community Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.