CDC FCU Investment and Retirement Services
Just as your lifestyle and goals are different from others, so are your financial needs. But there is one need that everyone has in common—a financial road map. Whether you’re just beginning a family, paying for a child’s education, or nearing retirement, our financial advisor is here to help. CDC FCU Investment and Retirement Services offers individualized services, and our goal is to help you develop that financial road map for life’s journey.
• Roll-over your 401(k)/pension plan if you’ve changed jobs
• Develop a savings and investment plan
• Make the best retirement savings choices
• Manage your investments
• Plan to pay for long-term care
• Create a retirement income plan to approach those years with confidence
• Create an education savings plan for your children’s futures
Most of us have an idea of where we’d like to be in our lives during certain time periods. Whether it’s raising a family, living in the “perfect” house or driving that dream car. Building your nest egg early while accomplishing these goals will help you in the long run.
>> Click here for tips to help you stay on track or start building your financial portfolio
Saving for education costs (both college and K-12 private school tuition) is a major financial goal for many families. Two of your options include 529 programs and Coverdell Education Savings Accounts.
>> Here are some important facts and guidelines for both 529 and Coverdell plans