Craig Lundquist photo
Wealth Advisors logo

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 2022

Gen X: Do Your Finances Need Attention?

The global pandemic, job instability and the fluctuations of the market have left many Gen Xers fearful for their financial future. Despite nearing their peak earning years, significant numbers of Gen Xers are falling behind when it comes to saving for retirement.

Read more

It's Never Too Early

Hey, millennials, you still have time to save for retirement. Start by establishing good money habits that will help you throughout your lifetime. These ideas may help.

Read more

Giving to Charity with a Donor-Advised Fund

A donor-advised fund (DAF) is a charitable investment account established to manage charitable contributions from many different donors. When you contribute to a DAF, you generally can choose the charities you want to support and the time frame for distributing the assets.

Read more

ESG Investing: Making a Difference

Environmental, social and governance (ESG) investing is a strategy that considers a company’s policies and actions and how well they serve workers, communities, customers, shareholders and the environment.

Read more

The Power of Compounding

Simply put, compounding is potential earnings on your interest or gains over time. This chart clearly demonstrates that when you start saving outweighs how much you save.

Read more

Balance Saving for College and Retirement

When it comes to choosing between saving for a child’s college education or saving for retirement, which one should be the priority? The usual recommendation is to put aside money for retirement first. Here are several things to consider.

Read more

You Have More Than One FICO® Score

Your FICO® score is based on the information in your credit report and shows lenders how likely you are to repay a loan. Some industries have refined the base FICO score to reflect the type of credit the borrower is seeking.

Read more

SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

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.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.