Financial Advice

Invest & Save

How to Invest for the Very First Time

How to Invest for the Very First Time

The world of investing can be overwhelming to those who are new to it. Consider these tips for getting started.

Aug 29, 2019

UFCU members look over some financial papers.

Why Investing is Important at Every Age

You’re never too young or old to start investing. The truth is investing is important at every age. Consider these three reasons you might learn to invest, regardless of your birthdate.

Jun 26, 2019


Paying for Unplanned Medical Expenses

Unexpected medical events can result in costly out-of-pocket expenses. If unforeseen medical costs are in your realm of possibility, consider these six simple steps to position yourself for the future better.

Jun 14, 2019


Three Ways New Parents Can Save Money

When you have a baby, it’s easy for expenses to add up. But not all of the typical baby expenses are necessary. If you’re looking for ways to tighten your budget, consider these three expenses that many new parents might categorize as nonessential.

Apr 30, 2019


Get Savings Savvy

One of the great benefits of being a UFCU Member is having access to a wide range of savings options. But how do you know which strategy is best for you? Here’s a primer on UFCU savings options to help you make the most of your investments.

Dec 24, 2018


Should You Buy Long-Term Care Insurance?

It can be a difficult topic to discuss, but it’s something that many of us will have to grapple with at some point, if not for ourselves, for a loved one. The longer you live, the greater your chances of needing some form of long-term care.

Oct 18, 2018

How to Explain the Value of Money to Kids

When you’re ready to talk to your kids about large sums of money, remember three key points as you consider their responses — perspective, priorities, and practice.

Aug 10, 2018

How to Explain Budgeting to Kids

Once your child masters the basic concepts of money and how to save it, they might be ready to approach the notion of a savings plan. Here are three simple steps to their first budget.

Aug 9, 2018

How to Explain Saving to Kids

Saving money is easier said than done. It’s a learned behavior, and something that many adults struggle with, regardless of their financial situation. Start talking to your kids as early as possible. And for those of us who are no longer kids, it’s never too late to start saving.

Aug 9, 2018

How to Explain Money to Kids

Money is a pretty complex concept, if you think about it. We recommend talking to children about money at a young age, to set them on a journey to financial well-being sooner rather than later.

Aug 8, 2018


Relationships Can Last a Lifetime

Your financial advisor might not be the first person who comes to mind when you think about long-lasting relationships. But, why not? Here are three keys to establishing a lifelong relationship with your financial advisor.

Jun 25, 2018


Four Reasons to Focus on Saving over Spending

If you’re not sure, consider these four reasons why choosing to save money instead of spend it can really pay off in the end.

Apr 17, 2018

Father helping young daughter put coins in piggy bank

The Benefits of Opening a 529 Plan for Your Child

A 529 plan is a great way to save for your child’s education because they’re tax-free, low maintenance, and available to everyone.

Feb 21, 2018

A woman standing

Three Tips for Smart Investing

Have you established your career, bought a home, or started a family? If you have, you might be concerned about your financial future. If this sounds like you, it might be time to find the right financial advisor.

Dec 20, 2017


Who's the Right Financial Planner for You?
An Interview with CFS1 Senior Financial Advisor, Mark Spirk

Who's the right financial planner for you? A senior financial advisor shares his thoughts on how to do just that.

Jun 28, 2017