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Friday, December 20, 2024
Plan for Tomorrow, Today
Monday, November 18, 2024
The Basics of Medicare
Wednesday, August 14, 2024
The Importance of Having an Emergency Fund: Your Financial Safety Net

Navigating the Runway: Exploring Traditional and Roth IRAs for a Smooth Retirement Landing

Investing and Financial Planning / Retirement
Friday, February 23, 2024

As the whispers of spring turn into a full-blown chorus, excitement builds for the upcoming travel season. But for those approaching retirement, a different, yet equally thrilling journey is about to take off: the journey towards financial freedom. In this pre-departure guide, we'll explore two essential retirement vehicles – Traditional and Roth IRAs – equipped with their latest 2024 upgrades, to help you land a smooth and comfortable financial future.

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New Year, New Budget, New Security: Refreshing Your Finances for 2024

Investing and Financial Planning
Monday, January 22, 2024

As the confetti settles and the champagne fades, a familiar feeling might bubble up: it's time for a fresh start. But instead of committing to vague resolutions, let's focus on something tangible, something that impacts your life every day – your finances. This year, let's kickstart your budget and review your insurance, building a secure foundation for your financial future.

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Navigating the Maze: Likely Personal Finance Issues in 2024

Investing and Financial Planning
Wednesday, December 20, 2023

Buckle up, folks, because the road ahead in 2024 might be a financial rollercoaster. While we can't predict the future, we can identify some potential bumps and loop-de-loops to prepare for. So, let's take a peek at the likely personal finance issues we might face next year:

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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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