It is agreed that the earlier you start saving for retirement, the better. The big question on the minds of many savers, however, is: “How am I doing?” This article will show you some rough milestones to try and reach. (Keep in mind that you may need to save more or less than these amounts… Read More

Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds on Wall Street: the major indices climb more than they retreat, and they have attained new peaks. On average, the S&P 500 has gained nearly 15 percent a… Read More

It’s a buzz word you no longer can ignore: financial literacy. Why? Because it’s essential for financial survival in today’s economy. And that’s a fact of life.   Regardless of your age, ask yourself three questions:   1. Do I get a good grade when it comes to the financial facts of life? If yes,… Read More

Provided by CUNA Financial Advisor, Brooke Bowie, AFI®   Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.   When no valid will exists, state intestacy laws dictate how assets are distributed. These laws divide an estate evenly… Read More

In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three months.1   An eight-year-old bull market is rare. This current bull is the second longest since the end… Read More

Worrying about money is natural. Almost everyone’s done it at some point. But worrying also could be a sign that there are serious problems you’re avoiding —a persistent little reminder that these problems are not going away. So if you’re finding yourself stressed about this holiday season, there are some simple things you can do… Read More

529s have become one of the most popular college savings options. Here are some basics. Looking to save for college? Take a number – the number 529 to be exact. College Savings Accounts, or 529s as they’re nicknamed (after the IRS tax code), have become all the rage in recent years. So what are they?… Read More

It’s important to stay calm when the markets aren’t.   Market volatility, especially dramatic sell-offs, are unsettling to most of us. Here are a few reassuring facts to help you keep a positive perspective and some precautions that may reduce your risks.   Things to remember: Historically, stocks have gone down faster than they have… Read More

Individual Retirement Accounts (IRAs) are a crucial component to many retirement plans. As the first wave of the Baby Boomer generation begins to enter retirement this year, the focus on a comprehensive retirement plan has never been more prevalent. Most financial professionals agree that a comprehensive retirement plan should include some sort of employer-sponsored retirement… Read More

Did you know you no longer receive your annual Social Security statement by mail? Go to to access your statement. Even though you will no longer receive paper statements, it’s important that you still review your statements on an annual basis with your advisor to make sure everything is accurate.   Did you know… Read More