Navigating the Insurance Maze: Why It’s Okay Not to Be an Insurance Expert
/ 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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Your Summer Bucket List
/ 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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Is it Too Late to Save for College?
/ May 29, 2025
Preparing for a child's college education can often be daunting, and many families wonder if they have waited too long to begin saving— an understandably common concern given that college students and their families pay 48 percent of college costs out-of-pocket. However, even if you have only recently started thinking about saving for college, there are several approaches that may prove to be beneficial.
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How Will Working Affect Social Security Benefits?
/ 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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Plan for Tomorrow, Today
/ 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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The Basics of Medicare
/ November 18, 2024
Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65, and receiving Social Security Disability Insurance (SSDI) for a certain amount of time, or under 65 and with End-Stage Renal Disease (ESRD). The Centers for Medicare & Medicaid Services (CMS) is the federal agency that runs Medicare. The program is funded in part by Social Security and Medicare taxes you pay on your income, in part through premiums that people with Medicare pay, and in part by the federal budget.
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The Importance of Having an Emergency Fund: Your Financial Safety Net
/ 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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Navigating the Three Stages of Wealth Management: How Logix Can Help
/ 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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529 Plans Level Up! Secure Act 2.0 Boosts Your College Savings Strategy
/ 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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Roth IRA for Kids
/ 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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