Craig Lundquist, MBA

Sr. Financial Advisor


Wealth Advisors

Located at Ideal Credit Union

8499 Tamarack Rd., Woodbury, MN 55125


Phone:  651-773-2876




Summer 2019

Time for a Fiscal Checkup

You see a doctor for a health checkup and a mechanic to keep your vehicle in top shape. Why not work with a financial professional to conduct a mid-year review of your investment strategy, making sure it evolves as your life changes?

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Women and Personal Finance

Studies show, on average, women earn less, have smaller retirement account balances, and live longer than men. There is a temptation to talk about women’s financial challenges rather than their solutions. But the reality is that a need is a need, regardless of gender, and women can better meet their financial needs when they understand their options.

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Reasons to Consider Owning Life Insurance in Retirement

If you are retired and your children are on their own, you may not need as much life insurance* anymore. Then again, your life insurance benefits could continue to help you and your loved ones for years to come. Let’s count the ways:

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When Disaster Strikes

Summer’s here and damaging water and wind may soon follow. While you can’t stop Mother Nature, you can take steps to limit the financial impact of a hurricane, tornado or flood.

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Leaving the Nest

When young adults leave the nest, they will confront a number of financial challenges for the first time in their lives, but there are some things they can do to ensure a successful experience.

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Automate Monthly Investments

Big swings in investment values may make headlines, but trying to predict market volatility isn’t usually a recipe for success. In contrast, a slow and steady investing approach may be boring, but it can help you use market fluctuations to your advantage as you invest for long-term financial goals. Dollar-cost averaging* can play a part in this approach.

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Ideal Credit Union and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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