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.
Tag: Personal Finance
Meet Dave, an Elevations Mortgage Loan Officer
From refinancing to buying, the Mortgage Team at Elevations Credit Union is ready to assist you with your home financing journey. Mortgage Loan Officer Dave Armstrong uses his 27 years of experience in the financial industry to help Elevations members discover the best residential home loan product to match their needs and lifestyle. Dave has been part of the
Meet Scott, a CFS* Wealth Management Advisor at Elevations
We help members create a strategy that fits their lifestyle and budget. Learn more about Scott Herrmann, CFP® and how he provides financial guidance for Elevations members at the Boulder Diagonal Branch.
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
Meet Barka, an Elevations Mortgage Loan Officer
Our Elevations Mortgage Loan Officers are here to help members at all stages of their lives navigate homebuying, refinancing, home equity loans and more. Barka Atsemet has worked as a Mortgage Loan Officer since 2019 and developed his deep interest in helping others with their finances from his incredible personal journey. The path that led Barka Atsemet to his work as a Mortgage Loan
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
6 Benefits of Investing in Real Estate
Have you been wondering about investing in real estate? Owning an investment property can be a great choice, and we’ve outlined six of the biggest benefits here. Keep in mind, whether you invest in real estate, stocks, bonds, CDs or anything else, it’s important to talk through the potential risks and returns with an experienced professional before committing. Top reasons to invest
The Shape of Economic Recovery
On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020 marked the end of an expansion that began in 2009 and the beginning of a recession.1 This was no great surprise considering widespread business closures due to the coronavirus pandemic and the
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
13 Creative Ways to Lower the Cost of College
Even if you’re savvy about college shopping and thoroughly research financial aid, college costs may still be prohibitive. At these prices, you might expect you’ll need to make substantial financial sacrifices to send your child to college. Or maybe your child won’t be able to attend the college of his or her choice. Before you
