Most Americans will eventually receive Social Security and Medicare benefits.
If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account.
With all the excitement of planning a wedding, make sure you also communicate about merged finances.
CUSO Financial Services, LP*
CUSO Financial Services, LP* 920.830.7200
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not a deposit or guarantee of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.