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.
At Elevations, we build our team to serve our membership by believing in and demonstrating our five core values: Integrity, Respect, Passion, Creativity and Excellence. We are so pleased when members share with us that they see our core values reflected in everything we do. We demonstrate our integrity by building trust through honest and
Robert Cribbs has been with Elevations Wealth Management, available through CUSO Financial Services, L.P. (“CFS”)* for almost a decade. When he first started he was one of just two Financial Advisors, and he’s been a crucial part of the team’s growth and success. While Robert spends his days guiding his clients toward their investment goals,
May is Disability Insurance Awareness Month, so it’s the perfect time to consider how your disability insurance policy factors into your overall financial plan. According to the Council for Disability Awareness, just over 1 in 4 of today’s 20-year-olds entering the workforce will become disabled for three months or more before they retire. Disability insurance
Each member of Elevations Credit Union is an equal owner of our financial institution, and we provide a variety of resources to empower our members with financial education and help them succeed. Seminars: We offer seminars on topics like retirement, home buying, financial planning and insurance. Sign up for one today! Our website and blog: Find
According to the Bureau of Labor’s Consumer Price Index, from December 2005 to December 2015, the average cost of a college education has gone up 55%. With the ever rising costs of tuition, it’s important to start saving early for your child’s college education. Read on for an overview of various ways to save for
As I’ve mentioned in previous posts, Elevations Credit Union is committed to education and financial literacy at all life stages. And it’s never too early. In fact, research suggests that the elementary years may be the window of opportunity during which education can influence financial behavior in later life. Unfortunately, we still don’t have a
In order to provide amazing experiences for our members, we strive to make Elevations Credit Union the best place our employees have ever worked. With a passionate staff, we succeed at providing the best financial solutions for our members. I’m excited to share a story from one of our members, Elizabeth, who’s enjoyed some outstanding service
What’s the difference between a credit union and a bank? In his video blog, Gerry Agnes, President & CEO of Elevations Credit Union, explains that credit unions are not-for-profit financial cooperatives owned by members of the community. Banks, on the other hand, are owned by their stockholders, and they’re designed to make profits. Fundamentally, this
Throughout your career, you may face important decisions involving your retirement savings plan. For example, if your plan provides for Roth contributions, you’ll want to review the differences between these and traditional pretax contributions to determine the best strategy for your situation. While pretax contributions offer an upfront tax benefit, you’ll have to pay taxes
