Welcome to KCCU Investment Services
The key to success is to start planning
your financial future today.
KCCU Investment Services, located at Kellogg Community Credit Union, serves the Battle Creek, Marshall, Kalamazoo, Three Rivers and Grand Rapids areas. The Financial Consultants take a holistic approach to wealth management specializing in the following areas:
- Financial Planning
- Retirement Planning
- Asset Planning
- 401(k) Transition Assistance
- 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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Lifestyle considerations in creating your retirement portfolio.
There are ways to improve your physical fitness without denting your fiscal fitness.
Earnings season can move markets. What is it and why is it important?
A change in your mindset during retirement may drive changes to your portfolio.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know these three personal finance sayings?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?