CUSO Financial Services, L.P.Dave Hahn, AIF®Senior Financial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-7351dhahn@wpcu.coop If you are a decade or so away from retirement, you have probably spent at least some time thinking about this major life change. How…
CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much…
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…
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…
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…
CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk,…
Table of Contents: Student Debt: It's Not Just for Young AdultsMid-Year Is a Good Time to Fine-Tune Your FinancesFour Questions on the Roth Five-Year RuleThe ABCs of Finance: Teaching Kids About Money Student Debt: It's Not Just for Young Adults…
Table of Contents: State Population: Winners and LosersFive Key Benefits of the CARES Act for Individuals and BusinessesWill vs. Trust: Know the DifferenceWhy You Might Need Disability Income Insurance State Population: Winners and Losers The U.S. population was 328,239,523 in…
Navigating these volatile markets amid the global COVID-19 pandemic is a challenge no one was prepared for. Some suggest that to help cope with market volatility it may be helpful to continue to invest to help you stay on course.…
