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Category: Articles

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Leaving a Legacy

You've worked hard over the years to accumulate wealth, and you probably find it comforting to

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Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth:

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Trust Basics

Whether you're seeking to manage your own assets, control how your assets are distributed after your

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Medicaid Planning Basics

The best time to plan for the possibility of nursing home care is when you're still

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Back to Basics: Diversification and Asset Allocation

When investing, particularly for long-term goals, there are two concepts you will likely hear about over

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Active vs. Passive Portfolio Management

One of the longest-standing debates in investing is over the relative merits of active portfolio management

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Keeping your cool can be hard to do when the market goes on one of its

studying the stock reports to figure out where to put your retirement money.

Maintaining Your Financial Records: The Importance of Being Organized

An important part of managing your personal finances is keeping your financial records organized. Whether it's

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All About Credit Scores

It's difficult to imagine functioning in today's world without credit. Whether buying a car or purchasing

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Financial Basics for Millennials

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances

*Non-deposit 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. 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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