Cu1ris Retirement and Investment Services

09/30/2026

Confidence often grows from action. Every contribution, every informed decision, and every step toward a goal can help build momentum for the future.

Learn how we can help: https://www.creditunion1.org/bank/invest-insurance/retirement-investment-services/

09/29/2026

📌 Economic data, market performance, and investor outlooks are constantly evolving. Make sure your "One Day" goals are too.

Read up on the latest from LPL Research here:
https://www.lpl.com/research/weekly-market-commentary.html

09/24/2026

An estate plan is a map that reflects the way you want your personal and financial affairs to be handled in case of your incapacity or death. It allows you to control what happens to your property if you die or become incapacitated.

Women may have unique estate planning concerns.

09/23/2026

Diversification means spreading investments across different asset classes and investments. While it cannot guarantee a profit or prevent losses, diversification is often used as a strategy to help manage risk.

09/22/2026

📢 Before reacting to market headlines, take a step back and look at the bigger picture.

LPL Research shares analysis and perspective in this week's commentary, so be sure to read it here:
https://www.lpl.com/research/weekly-market-commentary.html

09/21/2026

Big goals can feel overwhelming when viewed all at once. Fortunately, progress often happens one decision at a time.

Your "one day" goals deserve a plan.
https://www.creditunion1.org/bank/invest-insurance/retirement-investment-services/

09/18/2026

Medicare decisions can affect healthcare costs, coverage options, and retirement planning. Understanding your choices is an important part of preparing for the future. Follow us for helpful resources about Medicare and more.

09/17/2026

The Roth five-year rule states that a distribution from a Roth IRA or Roth 401(k) is tax and penalty free only if the account has been held for five years and a qualifying event has occurred. Learn more here:

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

09/16/2026

Families are balancing multiple financial priorities at once. Supporting children, preparing for retirement, and helping aging parents can all compete for attention. Having a comprehensive plan can help bring clarity to competing goals.

09/15/2026

If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation.

If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation. These include timing the sale of your capital assets, using capital losses effectively, and passing assets to heirs at your death. In addition, you m...