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Tuesday, July 16, 2024
Navigating the Three Stages of Wealth Management: How Logix Can Help
Tuesday, June 25, 2024
It’s National Annuity Awareness Month: 7 Reasons to Consider Annuities
Wednesday, May 22, 2024
529 Plans Level Up! Secure Act 2.0 Boosts Your College Savings Strategy

Navigating the Three Stages of Wealth Management: How Logix Can Help

Investing and Financial Planning / Financial Wellness
Tuesday, July 16, 2024

Financial success often hinges on understanding and navigating the three stages of wealth management: accumulation, preservation, and distribution. Each stage is critical and requires a tailored approach to ensure long-term financial stability and prosperity. Let's delve into how your credit union can be a pivotal ally in guiding you through these phases, addressing key themes such as emergency funds, retirement planning, and estate planning.

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It’s National Annuity Awareness Month: 7 Reasons to Consider Annuities

Investing and Financial Planning / Retirement / Financial Wellness
Tuesday, June 25, 2024

Given continued uncertainty, consumers are more interested in taking control of their finances and their future than ever before. Fixed annuities can be a valuable tool in the retirement planning toolbox. Here are seven reasons to consider annuities when preparing for your future.

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529 Plans Level Up! Secure Act 2.0 Boosts Your College Savings Strategy

Investing and Financial Planning / College
Wednesday, May 22, 2024

College savings got a major upgrade with the recent passage of Secure Act 2.0. 529 plans, already a powerful tool for education funding, now offer even more flexibility and benefits for families planning for the future.

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The financial consultants of Logix Financial Services are registered representatives with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Logix Federal Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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