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Monday, November 24, 2025
Your Quick Guide to Estate Taxes and Planning Ahead
Tuesday, October 28, 2025
The One Big Beautiful Bill & What It Means for You
Monday, September 22, 2025
Act Your Insurance Age: What to Know at Every Life Stage

Estate Management Checklist

Tips & Tricks / Wills and Trusts/Estate Planning
Thursday, September 11, 2025

Preparing for the future is an important step you can take today. Establishing a will and organizing key health care and financial documents now can help protect your loved ones and ensure your wishes are carried out.

Use this checklist to guide important conversations and decisions as you begin your estate management planning, so you can be confident your intentions are clearly documented and honored.

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Split Annuity Strategy

Wednesday, August 06, 2025

Split Annuity Strategy

When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to offer stability.

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Navigating the Insurance Maze: Why It's Okay Not to Be an Insurance Expert

Consumerism and Spending / Debit and Credit Cards / Debt Management / Credit Unions / Investing and Financial Planning / Budgeting / Retirement / Saving / Checking Accounts /
Monday, July 14, 2025
In surance can feel like a puzzle, and let’s face it, not everyone is naturally inclined to put the pieces together. Whether it's understanding policy terms,
navigating coverage options, or figuring out what’s actually included in a plan, insurance can often leave us scratching our heads. And that's perfectly
okay. In a world where policy details can be complex and coverage options endless, it’s no surprise that insurance isn’t everyone's strong suit. But in an
effort to simplify things, we’ve got some insights to help you understand why insurance is, indeed, complicated—and how to better navigate it.
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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.

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