Call Us: (800) 553-3707
Schedule an Appointment
Tuesday, November 28, 2023
A Checklist for When a Spouse or Parent Passes
Thursday, October 26, 2023
Financial Aid for Students 101
Friday, September 22, 2023
Insured at Every Stage: Starting Out

The Pivotal Role of Positive Cash Flow in Personal Finance

Investing and Financial Planning / Financial Wellness
Tuesday, August 22, 2023

In the exciting world of personal finance, understanding and managing your cash flow is akin to mastering the control panel of a high-performance sports car. A firm grasp on this element helps you steer your financial journey in the right direction, enabling you to live comfortably today while preparing for a secure future. In this blog, we'll dive into why positive cash flow plays a crucial role in your financial health.

Read more

The Pre-Retirement Checklist

Retirement / Financial Wellness / Long-Term Care
Wednesday, January 25, 2023

Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of crucial steps can help you visualize how far you’ve come.

Nice! You're steps closer to retirement readiness.

Read more

The Cost of Procrastination

Investing and Financial Planning / Financial Wellness
Wednesday, December 14, 2022

Some of us share a common experience. You're driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.

“Are you aware the registration on your car has expired?” 

You've experienced one of the costs of procrastination.

Read more
❮
1 2 3 4 5
... 8 ❯

Contact

Subscribe

Subscribe to our blog to keep up with what’s going on at Logix Financial Services!

Subscribe

Check 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
© 2023 Logix Financial Services