Financial Resources

Articles and videos to help power your insights.

picture of a healthy heart with a stethascope

CARES Act

Learn more about how the new CARES Act can provide relief to both individuals and businesses during the ongoing coronavirus pandemic.

young woman looking at financial reprts on her laptop

Special Market Update: Navigating Uncertainty

Listen to Bryan Jordan, Chief Economist at Nationwide Insurance, present the webinar: Special Market Update: Navigating Uncertainty. Bryan will talk about the current market situation and answer a panel of…

word cloud on a white background wih lots of financial words and estate planning bolded in the middle

April 2020 – Retirement Solutions Newsletter

Table of Contents: Tax Refund: Spend or SaveKeeping Cool: Investment Strategy vs. ReactionSocial Security May Offer a Lifetime of ProtectionHow Long Should You Keep Financial Records? Tax Refund: Spend or…

mature asian man sitting a desk with, looking at a tablet pc and smart phone

March 2020 – Retirement Solutions Newsletter

Table of Contents: Due Date Approaches for 2019 Federal Income Tax ReturnsIs It Time to Review Your IRA Estate Planning Strategies?Spring Cleaning Your Way to Better FinancesIs there any way…

a small pink heart being held by a small child

February 2020 – Retirement Solutions Newsletter

Table of Contents: Tips for Targeting Your Retirement Savings GoalThe SECURE Act Offers New Opportunities for Individuals and BusinessesClosing Gaps in Your Insurance CoverageHow can I lower my credit card…

Cut Out of paper Family With House And Car On Green Grass

January 2020 – Retirement Solutions Newsletter

Table of Contents: Socially Responsible Investing: Aligning Your Money with Your ValuesHindsight Is 2020: What Will You Do Differently This Year?Key Retirement and Tax Numbers for 2020Could you survive a…

*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.

picture of a healthy heart with a stethascope

CARES Act

Learn more about how the new CARES Act can provide relief to both individuals and…

READ MORE
young woman looking at financial reprts on her laptop

Special Market Update: Navigating Uncertainty

Listen to Bryan Jordan, Chief Economist at Nationwide Insurance, present the webinar: Special Market Update:…

READ MORE
word cloud on a white background wih lots of financial words and estate planning bolded in the middle

April 2020 – Retirement Solutions Newsletter

Table of Contents: Tax Refund: Spend or SaveKeeping Cool: Investment Strategy vs. ReactionSocial Security May…

READ MORE
mature asian man sitting a desk with, looking at a tablet pc and smart phone

March 2020 – Retirement Solutions Newsletter

Table of Contents: Due Date Approaches for 2019 Federal Income Tax ReturnsIs It Time to…

READ MORE