Financial Planning Guides
Whether you're just entering the workforce, starting your family, or are preparing to retire, financial planning and considering your options should be a high priority.
In addition to First Heritage's knowledgeable Financial Advisor available through CFS*, the following articles provide detailed information relating to various retirement topics, no matter what stage of life you're in.
- Retirement Plan Considerations at Different Stages of Life
- Five Keys to Investing For Retirement
- Changing Jobs? Know Your 401(k) Options
- Choosing a Beneficiary for Your IRA or 401(k)
- Long-Term Care Insurance: How Does It Work?
- Understanding Long-Term Care Insurance
If you would like to learn more about our investment services, feel free to contact our Investment Advisor, Jim Nielsen, by calling 607-937-1255 or via email at jnielsen.cfsinvest@fhfcu.org.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window) / SIPC(Opens in a new Window)) 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 involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.