How 529 College Savings Plans Work
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition.
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Meet DeWayne, a CFS* Wealth Management Advisor at Elevations
Learn more about DeWayne Scott, CFP® and how he helps Elevations members at the Louisville, Lafayette and Broomfield/Westminster branches achieve their savings and investing goals.
How to Maximize the Tax Benefits of Your Investments
Taxes can have a big impact on your total investment returns. And with tax season here, it’s a great opportunity to revisit your investment portfolio and how tax-deferred and tax-free investments fit into your overall strategy. When making investment decisions, be sure to look for ways to help maximize tax benefits in addition to other
Investment Tips for Tax Season
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.
Meet Robert, a CFS* Wealth Management Advisor at Elevations
Learn more about Robert Cribbs, CFP® and how he has worked with members to envision, define and reach their financial goals since 2007.
Wealth Management Tips for Entrepreneurs and Small Business Owners
When you’re an entrepreneur, you’re in charge of all business details — including finances. By taking the time now to think about the future, you can intentionally set your business up for financial security beyond the day-to-day flow of income and expenses. You don’t need an employer to prepare for retirement, get insurance or create
Meet Jorin, a CFS* Wealth Management Advisor at Elevations
The team of Wealth Management Advisors through CUSO Financial Services, LP (“CFS*”) at Elevations Credit Union helps our members prepare financially for the future, no matter where they are in their life journey. Learn more about Jorin G. Bale, CLU®, ChFC®, and how he’s assisted Elevations members for the past eight years with their financial
7 Ways to Save for Retirement
It’s time. You’re ready to plan how you will save for retirement, or finally do a spring cleaning of your current investments to ensure they’re actually working for you. Perfect! In addition to the program your employer offers, know that you can take control of your financial future by independently setting up accounts to better
Meet Ryan, a CFS* Wealth Management Advisor at Elevations
Elevations’ team of Wealth Management Advisors through CUSO Financial Services, LP (“CFS*”) help members prepare financially for the future, no matter where they are with their personal finances. Learn more about Ryan Thurber-Dean, CRC©, who has been at Elevations since 2012. When he talks about his job as a CFS* Wealth Management advisor, Ryan Thurber-Dean’s entire face lights up. “It’s so amazing to sit
How to Start Your Retirement Plan
We often dream about the freedom of retirement. Perhaps you hope to travel the country by RV, purchase a seaside cabin or gift your grandchildren funds for college. But have you thought about how to make these wishes happen? It’s never too early (or too late) to start thinking and planning for your retirement. Work through the six questions below to put the wheels in motion toward financial security after you collect
