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Read the latest articles with CU members in mind.
The typical baby boomer will have an average of 13 jobs over their working career, according to the Bureau of Labor Statistics. While job moves are practically unavoidable, there are both internal and external challenges to navigate. A common mistake that many investors make is abandoning their old company’s retirement plan with the hopes of figuring it out later. If this is you, you’re not alone! According to USA Today, Americans have more than $1.65 trillion worth of lost or forgotten 401(k) accounts.
Tax season often comes with the sweet surprise of a refund—and while it might feel like a bonus, it’s actually a golden opportunity to make strategic moves for your financial future.
Diversifying your assets also known as your asset allocation is the mix of stocks, bonds, and cash in your investment portfolio. And it’s one of the key decisions you’ll make with your financial advisor.
As the new year begins, it’s the perfect time to set financial goals to help you grow and protect your wealth. Whether you're planning to build on your current assets or simply become more disciplined with your finances, these five resolutions can help you achieve financial security and peace of mind.
January isn’t just a time for post-holiday blues and ill-fated New Year’s resolutions. It’s also the start of new contribution limits for your retirement and investment accounts.
Since the election, the word "tariff" has been impossible to avoid in the news, largely due to President-elect Donald Trump's proposal to impose a 10% tariff on all imports once he assumes office. In this article, we will break down the concept of tariffs and explore the possible consequences if more are introduced.
In September 2024, the Federal Reserve convened for its monthly meeting, resulting in a widely anticipated decision to cut interest rates by 0.50%. This marks a significant move as the Fed responds to ongoing economic changes and switched gears from economic tightening to easing economic policy. Let’s break down the meeting highlights, the rationale behind the rate cut, and what it means for you.
In the realm of charitable giving, Qualified Charitable Distributions (QCDs) represent a powerful yet often underutilized tool for both donors and charities. If you’re looking to maximize your philanthropic impact while potentially benefiting from tax advantages, QCDs are worth exploring. In this blog, we’ll dive into what QCDs are, how they work, and why they might be a great option for you.
The housing market has always been a dynamic landscape, influenced by economic shifts, demographic changes, and societal trends. As we move through 2024, it’s clear that the housing market is experiencing significant transformations.
When managing an investment portfolio, cash is often seen as a low-return, almost idle asset.