Jeffrey Schriner photo
Abound Investment Services logo

Jeffrey Schriner

Financial Advisor

 

Abound Investment Services

Located at Abound Credit Union

1650 Ring Road, Elizabethtown, KY 42701

 

Phone:  270-765-8659

Cell:      502-376-0383

 

Email: jeffrey.schriner@cunamutual.com

Website: AboundCU.com

Fall 2021

Benefits: Don't Just Renew

Open enrollment gives you the opportunity to review the benefits your employer will offer in the coming year. Review all your options and make selections based on your family’s current needs.

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Charitable Giving at Year's End

Supporting a cause that’s important to you may be high on your year-end to-do list. So before the ball drops take time to identify charities that you want to receive your donations.

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Your Year-end Business Plan

If you own a small business, reducing your 2021 tax bill and planning for a successful new year should be on your radar this time of year.

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Ladder Annuities for Steady Income

Are you seekiing an investment that provides guaranteed income in retirement? You might want to consider an immediate annuity.*

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Millennials: Shore Up Your Finances

Millennials tend to fall behind their parents’ generation when it comes to accumulating wealth. The Great Recession, student-loan debt and wariness about investing in stocks are some of the reasons. The good news is that millennials still have time to play catch up. Here are some moves that can help millennials get their finances to a better place.

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Know the Rules

Understanding the rules that govern required minimum distributions (RMDs) will help you avoid costly mistakes.

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Surprise - It's Taxable!

It’s almost that time of year when you and the IRS have to settle up what you owe — or what the government owes you.

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Do This, Too

Beneficiary designations name the person(s) who will inherit the proceeds of your retirement accounts and life insurance policies.

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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. Abound 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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