Official Credit Union of UMass Athletics

Advisor Newsletters

Our quarterly electronic newsletter complete with helpful information to help keep your financial life in balance.

Second Quarter 2017

Focus on- Spring Cleaning Your Finances

First Quarter 2017

Focus on - Financial Resolutions for the Spring Season

Fourth Quarter 2016

Focus on - Retirement Plans Suited for Small Businesses

Third Quarter 2016

Focus on - Money Management for Teens

Second Quarter 2016

Focus on - Cleaning Your Finances

First Quarter 2016

Focus on - A Fresh Start on Resolutions

Fourth Quarter 2015

Focus on - Market Ups and Downs

Third Quarter 2015

Focus on - College Savings Options

Second Quarter 2015

Focus on - Money Management for Teens

First Quarter 2015

Focus on - Reviewing Your Investments

Fourth Quarter 2014

Focus on - College Savings Options

Third Quarter 2014

Focus on - Social Security 101

Second Quarter 2014

Focus on - Spring Cleaning Your Debt

First Quarter 2014

Focus on - Financial Resolutions for the New Year

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.