In a tumultuous economy, many have a close eye on their current savings and retirement plans and are hesitant to make changes. At Direct Financial, our desire is to support your goals and we want to remind you that our CFS Advisors at NEFCU Financial Group, available through CUSO Financial Services, L.P*, are available to meet with you for a no-cost, no-obligation consultation. Consider it a second set of eyes to review your current plan and offer an alternative approach or options.

Top financial-planning priorities

In a 2022 Retirement Confidence Survey, conducted Nationally by CUSO Financial Services, L.P., participants were asked about their top three long-term financial-planning priorities. Saving and investing for retirement made the list for both workers and retirees.

Workers

  1. Saving and investing for retirement
  2. Planning for future health and long-term care needs
  3. Developing a strategy for drawing income in retirement

Retirees

  1. Planning for future health and long-term care needs
  2. Saving and investing for retirement
  3. Being able to leave an inheritance to your children or other family members and developing a strategy for drawing income in retirement

Let us help with the long-term items on your lists. Click here for more information and to make an appointment with one of the CFS Advisors at NEFCU Financial Group, available through CUSO Financial Services, L.P., or call 800.400.8790.

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involved investment risk, including possible loss of principal. Investment Representatives are registered through CFS. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS and its Registered Representatives do not provide tax or legal advice. For such advice, please consult with a qualified professional.