Happy Holidays!
We hope this year’s celebration will provide years of memories, laughs, and opportunities to surround yourselves with the ones you love. Happy Holidays from Our Families to Yours!
Women & Retirement
Join us from the comfort of your own home for a complimentary Women & Retirement Webinar, presented by CUSO Financial Services Sales Assistant, Aislinn Hammonds-Cowger. Our Women & Retirement Webinar topics include: Financial Challenges women face Setting goals Organizing your…
What you need to know about Life Insurance Webinar
Join us from the comfort of your own home for a complimentary Life Insurance Webinar, presented by Steve Ruhberg, Senior Sales Director, Simplicity Life. Hosted by CFS Financial Advisor, Preston Ivey. Our Life Insurance Webinar topics include: Life Insurance Basics…
Understanding Social Security Webinar
Join us from the comfort of your own home for a complimentary Social Security Webinar, presented by CFS Financial Advisor, Preston Ivey. Our Social Security Webinar topics include: How benefits are calculated Full retirement age and choosing the right time…
Leaving a Legacy
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the…
Financial Aid 101
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's predicted to…
How Grandparents Can Help Grandchildren with College Costs
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's predicted to…
Saving for College
There's no denying the benefits of a college education: the ability to compete in today's job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from…
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advance medical directives Will Letter of instruction Living trust The last document, a living trust, isn't always necessary, but it's…
Trust Basics
Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility--many types of trusts exist,…
