RS Article – Investment Risk

Understanding Risk

CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the…

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Understanding IRAs

CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available…

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Trust Basics

CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish…

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