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

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Meet Patrick, a CFS* Wealth Management Advisor at Elevations

At Elevations, we’re here to help our members prepare financially for the future, whatever their income or goals might be. That’s why we give our members access to a team of Wealth Management Advisors through CUSO Financial Services, LP (“CFS*”). Learn more about Patrick Seal, CFP®, who has been at Elevations since 2004. Most people

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7 Money Tips for Young Adults

With age comes responsibility. If you’re in your 20s or 30s, chances are that while you’re excited by all the opportunities life has to offer, you’re also aware of your emerging financial responsibility. In the financial realm, the millennial generation (young adults born between 1981 and 1997) faces a unique set of challenges, including a

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Elevations Credit Union - Colorado Mountains