financial planning articles

Shred Day

February 5th, 2014

Join us for Shred Day on Saturday, April 19

Mark your calendar for one of our most popular events of the year. Shred Day returns on Saturday, April 19. You know you should be cautious when disposing of your personal financial records. Simply throwing them into the garbage or recycle bin makes it far too easy for crooks to get everything they need to… (keep reading)


July 8th, 2013

Free Seminar: Retirement Income Planning

Join SMCU for a free seminar led by Bruce Brundige, Financial Consultant with LPL Financial. Light food and refreshments will be served. Topics include: Financial risks of retirement The four steps to retirement income planning Using available resources Where are you now, and where are you going? Please RSVP by August 2nd: (206) 398-5744… (keep reading)


January 2nd, 2013

How to Create a Budget

Now that it’s a new year, you might be evaluating your current financial situation and setting goals for the future, such as saving for your dream vacation or simply bouncing back from spending too much during the holidays. If your resolution for 2013 is to reduce debt or increase savings, the first thing you need… (keep reading)

Ask Bruce

November 19th, 2012

Ask Bruce: When Is It Time to Speak to a Financial Consultant

Bruce Brundige, LPL Financial Consultant at SMCU, has been involved in the financial services industry for over 24 years. Periodically, Bruce answers common financial planning questions. Q: How do I decide if it’s time to speak to a Financial Consultant? A: We get asked this question so often that we’ve put together a questionnaire tool… (keep reading)


April 5th, 2012

Who Needs Life Insurance?

Young Adults As you might imagine, parents of minor children are at the top of the list of those who probably need life insurance. If one “breadwinner” were to pass away, life insurance payments could make it possible for the survivor to maintain the family’s quality of life, send the children to college, and continue… (keep reading)

Don't Go It Alone

February 14th, 2012

Why Should You Work With An Investment Professional?

If you are trying to plan for your future, you know that there are a multitude of factors that can affect whether your plan actually helps you reach your goals. Some people have the time, expertise and energy to make the journey on their own. Most of us, however, could use some help to get… (keep reading)

hand extending a credit card

February 7th, 2012

Are You Getting the Best Deal on Your Credit Card?

Credit cards are an important part of how we live our lives nowadays. From shopping online to a desire to carry less cash, many of us use our credit card every day. Considering the role credit cards play, you might think that everyone does their homework to make sure they are using the best credit… (keep reading)