Bruce Brundige, LPL Financial Consultant at SMCU, has been involved in the financial services industry for over 24 years. Here, Bruce answers your financial planning questions. Q: What Should I Consider When Drafting an Estate Plan? Because you’ve worked hard to create a secure and comfortable lifestyle for your family, you’ll want to ensure that… (keep reading)
The Investment Services team at SMCU has teamed up with LPL Financial to host a free educational event, “Memory Loss: Understanding The Basics”. The event focuses on educating members of our community on the basics of Alzheimer’s disease. Alzheimer’s currently impacts over 5 million Americans (Alzheimer’s Association, March 2011), and it’s widely believed that educating… (keep reading)
Are you in the market for a new home? Or maybe thinking about refinancing your current mortgage to stabilize your finances for the future? No matter your financial situation or home buying goals, Seattle Metropolitan Credit Union has options and advice for you. Are you planning for retirement? As you begin preparing for retirement and… (keep reading)
If you’re approaching retirement, you’ll eventually need to make serious decisions about when to begin taking withdrawals (known as distributions) from your retirement accounts, how to receive the money and how to calculate the taxes you’ll owe.* Fortunately, the rules governing required minimum distributions (RMDs) have been simplified in recent years. Still you should exercise… (keep reading)
Brent Anderson, a hard working Seattleite came to Seattle Metropolitan Credit Union to get back on his feet after falling on hard times. Suffering from a dangerously low credit score and lack of improvement opportunities, Brent was “in need of some [serious] financial assistance.” We recently had a moment to sit down with Mr. Anderson… (keep reading)
Part of our job at SMCU is helping you better understand the realities and pitfalls of personal finance, so that you are able to make decisions that are in the best interest of you and your family. From time to time we offer free financial seminars on a wide range of topics presented by specially-trained… (keep reading)
Regardless of where you are in life today, becoming a truly self-aware investor is perhaps the most effective way to understand exactly what you need to do now to prepare for the future. Fortunately, achieving financial self-awareness is not hard to accomplish.