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How do you want to spend your retirement?

How do you want to spend your retirement? Creating a strategy for future well-being may seem overwhelming. How much should you save? How much can you save? Most importantly, will you have enough to maintain the lifestyle you want? To learn more on how to better prepare yourself for retirement, click here to set up your complimentary consultation with our CUSO Financial Services Investment Representative*

 *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 guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please contact a tax professional.

 

New Year, New Password

2018 has arrived, but security should still remain a top priority when accessing online banking.  Keep your account protected by changing your password and security questions at regular intervals.  For additional tips on keeping your money safe, visit cusecure.org.

 

Interested in Your Interest?

Did you know that you can access your annual IRS information in online banking?  Simply click ‘My Accounts’ at the top, then select ‘Dividend/Interest Summary’.

 

Start Saving for Your 2018 Adventures Today!

You can set up your ACH direct deposit to have part of it go into a savings account, for any trips or vacations that you have planned for 2018.  To configure this, log into online banking, click on ‘My Accounts’, and then select ‘ACH Transactions’.  Next, click the name of the company and then click on ‘Create New Distribution’.  (If you do not see this button displayed, please contact us at the credit union for assistance.)  Finally, enter the amount you would like to begin saving.  Then select the account, a start and end date, and click ‘Create’ to complete the process.