Long term care is a topic that we are getting more and more questions about and is fast becoming one of the largest parts of the body of work and planning that we do for our clients and members.
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All posts by John Marx
As we start a new year there is never a better time to begin to get your financial house in order. One of the best ways to do this is with the help of a financial plan
The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2016 tax year.
As we near the end of the year, many people start to think about whether it makes sense to retire now or keep their career going. There are quite a few considerations to make. One of the most important things to do is to sit down with your financial advisor and make certain that your plan is in place. This blog provides information from our partners at Broadridge that discusses many of the critical elements that should go into your decision.
There are any number of reasons why you don’t want to buy life insurance. However, there are even more reasons that you absolutely need to consider it. September is Life Insurance Awareness Month, so there’s no better time!
Your investments don’t only have to serve you – they can serve causes and organizations you believe in. This concept is especially resonant for our team of CFS* Financial Advisors at Elevations Credit Union, where we give back to the community and act in the best interest of our membership. In this article prepared by Broadridge, learn about some of the ways to approach investing through a socially conscious lens.
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