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)
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)
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)
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)
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)
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)