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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Income Taxes Work
A quick look at how federal income taxes work.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This worksheet can help you estimate the costs of a four-year college program.
It's important to understand the pros and cons when considering a prepaid debit card.
It sounds simple, but paying yourself first can really pay off.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.