/ October 20, 2022
Life changes like outliving a partner, divorce, and becoming a primary caregiver for a loved one can all affect one's financial earning and investment potential. This guide is designed to encourage you to take control of your financial life.
Read more
/ September 9, 2022
Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most basic tenets of sound investing involves the simple habit of “paying yourself first” – in other words, making your first payment of each month a deposit into your savings account. The saving patterns of Americans vary widely. And too often, short-term economic trends can interrupt long-term savings programs. For example, the U.S. Personal Savings Rate jumped from 3.5% to nearly 8% in May 2008 during the housing and banking crisis. It then rose and fell sporadically as the economic environment appeared to stabilize. It peaked in December 2012 at 12%. As of 2021, the average rate has once again varied widely between about 15% to 28%, largely due to the COVID-19 pandemic.1
Read more
/ August 23, 2022
While finances and health may seem unrelated, the two are often closely intertwined, especially in America's bustling, free-flowing marketplace.
Read more
/ July 14, 2022
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum.
Read more
/ June 15, 2022
Annuity contracts are purchased from an insurance company. In exchange, the insurance company makes regular payments to the buyer — either immediately or at some future date.
Read more
/ May 11, 2022
Running a small business carries with it unique financial planning challenges, with money concerns an ongoing burden for those who work for themselves.
Read more
/ April 14, 2022
Logix Financial Consultants are experienced financial professionals who will help you work toward your financial goals. Here's how to optimize that critical relationship.
Read more
/ March 16, 2022
There are important planning considerations for women to help them reach their financial goals. While tactics are of course the same, the general circumstances associated with women necessitates a customized approach to financial planning.
Read more
/ March 3, 2022
Investment products have different risks and returns. Differences include how readily investors can get their money when they need it, how fast their money will grow, and how safe their money will be.
Read more
/ January 13, 2022
At the start of a new year, it's always a good idea to take some deep, measured breaths and focus on some basic money mantras.
Read moreCheck the background of your financial professional on FINRA's BrokerCheck.
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.
CA Insurance License #0D64827 Logix Insurance Services
© 2026 Logix Financial Services
