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Estimate how much you'll need to save toward your major spending goals, such
as buying a car or house, using our Savings
Calculator. For your retirement or child's college education goals, use
the calculators in the other sections of this workbook.
Next, review your list of current expenses for places you can cut back if you
need to find more money to save toward your goals. Then create your target plan
using our Savings and Spending Calculator.
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Step
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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©1997-2012 CUNA Mutual Group.
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