1.2.25
How Did This Year Change Your Financial Goals?
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Find out more about Investment Services at Consumers Credit Union, available through CUSO Financial Services, L.P.*, and meet our CFS Financial Advisors.
Click hereThe New Year is often a time to reflect on the past year. Almost any change you experienced — no matter how insignificant it may seem — could have an impact on your financial strategy for retirement.
For instance:
- Did you change jobs or get a promotion?
- Did you move or downsize?
- Was your health impacted in any way?
- Did you remove your adult child from health insurance coverage?
- Did you have many unexpected financial emergencies?
Talk with your financial professional about your past year. You may need to adapt your financial strategy to address those changes.
Copyright FMG Suite. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Learn more
Find out more about Investment Services at Consumers Credit Union, available through CUSO Financial Services, L.P.*, and meet our CFS Financial Advisors.
Click here
