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Craig Lundquist, MBA, ChFC®, CRPC®

Senior Wealth Advisor

 

Wealth Advisors

Located at Ideal Credit Union

8499 Tamarack Rd., Woodbury, MN 55125

 

Phone:  651-773-2876

 

Email: craig.lundquist@cunamutual.com

 

Spring 2021

Millennials: Saving is Up to You

The oldest Millennials are nearing 40; the youngest are in their early 20s. They’ve surpassed their Baby Boomer parents in sheer numbers

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Who Needs an Estate Plan

You may think of estate planning as something only wealthy people need. But the truth is, a basic estate plan is important for anyone who wants to ensure that his or her final wishes are carried out.

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New Limits for HSAs

Covered by a high-deductible health plan (HDHP)? That makes you eligible to contribute to a health savings account (HSA). An HSA allows you to set aside money in a tax-advantaged account to pay current and future qualified medical expenses.

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Contribute Now to Reduce Your 2020 Tax Bill

You can lower your tax bill and increase your retirement savings with one simple move. Making a contribution to an eligible retirement account by the April 15, 2021 income tax deadline will reduce your 2020 taxable income by the amount you contribute.

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Say No to Lifestyle Inflation

It’s fun to imagine yourself in a new home. Extra bedrooms, a home theater, and a pool all sound great until you consider the real cost to your savings.

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Establish Financial Ground Rules

It’s never a good idea to avoid thinking about your finances. Improving your financial outlook can be as easy as laying down – and following – a few simple ground rules.

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Balance Transfers and Your Credit Score

Eliminating credit card debtis not always easy. But consolidating credit card balances on a new card with a low promotional rate could save you money.

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Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. †CRPC® is a registered service mark of the College for Financial Planning®. 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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