Welcome to KCFCU Investment Services
The key to success is to start planning
your financial future today.
KCFCU Investment Services, located at Kellogg Community Federal Credit Union, serves the Kalamazoo and Battle Creek area. The Financial Consultants take a holistic approach to wealth management specializing in the following areas:
- Financial Planning
- Retirement Planning
- Asset Planning
- 401(k) Rollovers
- Estate Planning
- Life Insurance
We strive to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We're here to help educate you about the basic concepts of financial management, to help you learn more about who we are: and to give you fast, and easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your favorites in your Internet browser. We frequently update our information, and we wouldn't want you to miss any changes in the area of personal finance.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
There are common mistakes you can avoid when saving for retirement.
If you find it hard to attain personal life goals, there’s an app for that!
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Simple steps may help you foil hackers and protect your privacy.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Have you explored all your options when it comes to managing your taxable income?
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.