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Resources

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

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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New Spending Package Includes Sweeping Retirement Plan Changes

Retirement Planning & Investments

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Repres

New Spending Package Includes Sweeping Retirement Plan Changes

Retirement Planning & Investments

The SECURE Act and Your Retirement Savings

Retirement Planning & Investments

Choosing a Beneficiary for Your IRA or 401(k)

Retirement Planning & Investments

Establishing a Financial Safety Net

Retirement Planning & Investments

Five Keys to Investing For Retirement

Retirement Planning & Investments

Retirement Planning: The Basics

Retirement Planning & Investments

*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.