/ November 24, 2025
Estate taxes are the federal tax on transferring your wealth to heirs after you die. Not everyone pays them; only very large estates are taxed but understanding how they work can help you take control of your future and protect your family’s legacy. As of
Read more
/ October 28, 2025
If you’ve heard the buzz about the One Big Beautiful Bill, you may be wondering what it means for you. Signed into law on July 4, 2025, this new domestic policy package extends key parts of the 2017 Tax Cuts and Jobs Act (TCJA) and introduces
Read more
/ September 22, 2025
Discover essential insurance tips for every stage of life, from your 20s to retirement, to safeguard your financial future and align with your evolving needs.
Read more
/ September 11, 2025
Start your estate planning today with our simple checklist. Learn how to create a will, organize key documents, and safeguard your loved ones’ future.
Read more
/ August 6, 2025
When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to offer stability. For example, in the first quarter of 2020, the S&P 500 lost nearly 20% of its value, over $5 trillion, due
Read more
/ 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.
Read more
/ March 16, 2021
If you're like many Americans, you may have a few dents and dings on your credit report. As of 2020, around one in five adults has either a "fair" or "poor" credit score, which can impact their ability to qualify for a loan, rent an apartment, or even get a new job.1 And if you've largely avoided debt as an adult, you may find you have a similar problem—a sparse or nonexistent credit history can reduce your score as well.
Read more
/ February 16, 2021
A resolution for every month to help you work towards financial independence.
Read more
/ October 27, 2020
How far in advance do you plan vacations? A month at the very least, right? You’ve booked the flights and hotels, taken time off of work, gotten the kids out of school and looked forward to it from the moment you made the final arrangements. This is the positive way we like to view Eldercare.
Read more
/ October 13, 2020
Medicare part C, or better known as Medicare Advantage is a policy offered through private insurance companies that provides medical and hospital coverage.
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
