Craig Lundquist's Financial Sense E-Delivery

Craig Lundquist, MBA

Sr. Financial Advisor

Wealth Advisors

Located at Ideal Credit Union

8499 Tamarack Rd., Woodbury, MN 55125

Phone: 651-773-2876

Email: craig.lundquist@cunamutual.com

Winter 2020

Do You Need an Umbrella

An umbrella insurance policy is a tool to help protect your family and your assets. It adds an extra layer of protection above your other liability policies like automobile or homeowners. If you are involved in a major accident, having an umbrella policy can save you from costly legal claims and judgments.

Credit Card Lures

Credit card companies attract new customers with enticing offers. If you’ve recently received an offer, beware of these pitfalls.

Get Out Of Debt

Paying off your debt is a liberating feeling. If your New Year’s resolution is to become debt-free, consider using one of these debt payoff strategies to achieve your goal.

Which Team Player Do You Need

Do you need a CFO, a controller, an accountant or a bookkeeper to manage your business’s financial matters? Hiring the right person for the job will help save you time and money.

Economics 101

You may have heard the economic terms inflation, deflation, and hyper-inflation. We’ll explain what these terms mean.

Retirement Income

Planning for retirement involves estimating monthly income needs and determining which retirement funds to tap first. There are several general retirement income strategies to consider, but the key is to customize withdrawals to best fit your situation. Here are a few:

Minimum Payment Calculator

Credit card balances are expensive. Consider how much a $1,000 purchase on a credit card charging 20% interest will ultimately cost you and how long it will take to pay it off. *

Getting FIRE'd!

FIRE stands for Financial Independence, Retire Early. It’s a financial movement growing in popularity as more people seek to eliminate debt and build savings so they can retire earlier than usual. This movement focuses on some smart financial strategies:

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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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