Financial Resources

Articles and videos to help power your insights.

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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…

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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…

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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…

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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…

Plant Growing In Savings Coins

December 2019 – Retirement Solutions Newsletter

Table of Contents: How to Give Like a Billionaire When You Don't Have Billions to Give Take This Quiz: The Social Security Retirement Earnings Test For College Savings, 529 Plans…

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November 2019 – Retirement Solutions Newsletter

Table of Contents: Three Regrets of Retirees Ten Year-End Tax Tips for 2019 Tips for Managing Your Holiday Spending What are continuing care retirement communities? Do independent living communities differ…

*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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10 Years and Counting: Points to Consider as You Approach Retirement

CUSO Financial Services, L.P.Dave Hahn, AIF®Senior Financial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-7351dhahn@wpcu.coop…

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Estimating Your Retirement Income Needs

CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop You know…

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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…

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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…

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