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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A change in your mindset during retirement may drive changes to your portfolio.
Earnings season can move markets. What is it and why is it important?
For many, retirement includes contributing their time and talents to an organization in need.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
The decision whether to buy or rent a home may have long-term implications.