/ January 26, 2026
How Rising Prices Impact Your Budget and Financial Goals If the current annual inflation rate is under 3%, why does everything feel so much more expensive? It’s a question many of us ask. Even when inflation appears moderate in the news, everyday expenses like groceries,
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/ November 24, 2025
Estate taxes are the federal tax on transferring your wealth to heirs after you die. Not everyone pays them; only very large estates are taxed but understanding how they work can help you take control of your future and protect your family’s legacy. As of
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/ October 28, 2025
If you’ve heard the buzz about the One Big Beautiful Bill, you may be wondering what it means for you. Signed into law on July 4, 2025, this new domestic policy package extends key parts of the 2017 Tax Cuts and Jobs Act (TCJA) and introduces
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/ September 22, 2025
Discover essential insurance tips for every stage of life, from your 20s to retirement, to safeguard your financial future and align with your evolving needs.
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/ June 27, 2025
Looking for some ideas to keep your family busy this summer? Look no further! We've put together a list of our favorite summer activities. From swimming and barbecuing to camping and fishing, summer is full of amazing things to do.
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/ August 14, 2024
Learn why having an emergency fund is crucial for financial stability. Discover how to start building your safety net and choose the right account type to secure your finances.
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/ 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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/ 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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/ March 22, 2024
Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a strategy that offers the potential to benefit both the children and the business. Small businesses play a significant role in labor markets. They employ 61.7 million Americans, 46.4 percent of all private-sector employees. Over the period from 1995 to the present, small businesses have been responsible for generating 17.3 million net new jobs, which accounts for an impressive 62.7 percent of all jobs created since 1995.1
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/ November 28, 2023
Learn how to navigate the financial and legal aspects of losing a spouse or parent with this comprehensive checklist.
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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 |
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