Resources

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Learn more about the stock market and an abundance of other resources to help with your financial planning through CFS*.

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Here are some articles to help you navigate what course of action is appropriate for you goals. Check back for the latest updates and advice!

As always, you can reach out to our Team of CFS* Financial Advisors with any other questions!

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Featured News

Maintaining Your Financial Records: The Importance of Being Organized

Retirement Planning & Investments
An important part of managing your personal finances is keeping your financial records organized.
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*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.