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.
Rightsizing for Retirement
What does your home really cost?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Understanding how capital gains are taxed may help you refine your investment strategies.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.