Infographic Series

HAPO and CUNA Mutual Group are building you a library of infographics. Each topic aims to assist credit union members in obtaining financial hope; reminding them of investing basics and reassurance in long-term investing strategies. Check back often to view the latest materials. 

 

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5 Factors That Could Impact Your 2020 Tax Filing

Who could have imagined a year like 2020? Among the many life circumstances impacted by the coronavirus were the finances of millions of people due to unemployment, stimulus payments, investment withdrawals and more. It begs the question…how will all those changes affect income taxes? Access the visual guide below.

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5 Steps for leaving a lasting legacy

It can be an uncomfortable topic, but estate planning is a critical step to help ensure you leave a lasting legacy for your loved ones. A good plan can also help alleviate a lot of stress and confusion during an already emotionally charged time. Even if you have a will, it doesn’t mean things will go smoothly or that you’ll avoid probate, which is surprising to some. Check out the helpful guide below.

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5 Pros & Cons of 401(K) Rollovers

Have you found yourself among the millions of Americans who’ve suddenly become unemployed or have switched careers due to recent events? In addition to making sure you’re meeting expenses and developing a path moving forward, you’ll need to consider what to do with your retirement plan from a previous employer. Should you rollover your 401(K) or leave it where it’s at? Check out the informative guide below. 

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*The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Representatives are registered, securities sold, professional services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, D/B/A MEMBERS Financial Services Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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