/ 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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/ July 14, 2025
Understanding insurance can be challenging. Learn why it's okay not to be an expert and discover tips to simplify the process.
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/ May 2, 2025
In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key concepts: full retirement age, the earnings test, and taxable benefits.
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/ December 20, 2024
At Logix Financial Services, we understand that your financial journey is unique, which is why we offer tailored strategies for every stage of life. Whether you’re building wealth in your 20s-50s, preserving assets as you approach retirement in your 50s-60s, or managing income post-retirement, our experienced advisors are here to guide you every step of the way. From personalized investment plans to risk management strategies and legacy preparation, we simplify the complex to help you aim to achieve financial freedom and independence. Let’s take a closer look at how we can help you pursue financial independence.
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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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/ 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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/ 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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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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