How hard is your money working for you?
As a Kinecta Federal Credit Union member you have access to complimentary, no-obligation financial reviews to assess your long term savings and retirement plans.
For more than 20 years Kinecta Financial & Insurance Services (KFIS) – a wholly owned subsidiary of Kinecta – has provided members with comprehensive financial advice and wealth management services. Whether your goals are simple or complex, together we’ll develop a realistic plan that can help keep you on track toward a secure financial future. It’s time you took advantage of this valuable member benefit!
Whether you’re just starting out in the work force, planning for your child’s college fund or preparing to retire we can help guide you to make the most of your hard-earned income. Managing your finances is easier with a trusted professional by your side. We’ll take the time to learn about your individual needs and help you create a personalized strategy.
In addition to our complimentary, no-obligation financial review we offer a wide range of financial products and services to help you build a diversified portfolio of well-managed investments:
- Pre and Post Retirement Planning
- IRA’s and 401(k) Rollovers
- Tax Advantaged Savings and College Funding
- Current and Future Income
- Life Insurance, Extended Care and Wealth Transfer
We look forward to the opportunity to help you achieve your financial goals.
Schedule your complimentary financial review today with an LPL Financial Consultant at a Kinecta Member Service Center nearest you.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
When to start? Should I continue to work? How can I maximize my benefit?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A look inside the U.S. government's statistics on household net worth.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.