The Wealth Advisors at San Mateo Credit Union, available through CUSO Financial Services, L.P. (CFS)*, are here to help you identify your long-range goals and develop a plan to help you meet them. The best way to work towards a relatively secure future is to develop and maintain a personalized plan with an experienced investment representative at your side. Our CFS*Wealth Advisors are here to help you make smart financial choices.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
How much life insurance would you need to produce a sufficient income stream for your family?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future value of your current savings.