Beacon FCU :: Financial Planning

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Financial Planning

There were 5 articles found in this category:

What is Gross Income?
Total of all earned income plus interest and dividend income before deduction.
What does a CU Financial Consultant/Planner do?
Assist individuals with all facets of financial issues a CU member would encounter IE-Life insurance –Retire planning-College planning- Estate planning-Estate Transfer-Long Term Care-Roth,Sep,401K, Simple, Unik Plans
What is Retirement Planning?
Planning on not only getting to retirement but also living in retirement, including cost of living, inflation,-etc.
What is Professional money management?
Managing an individuals’ money to a specific goal and/or objective either through a Single Managed Account or a Mutual Fund.
What is Education Planning?
Planning for the cost of a college/private school education. Either college or secondary education.

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