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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Do your insurance needs stay the same when the nest empties?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How do the markets usually react to elections? Was the 2016 election any different?
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
You’ve made investments your whole life. Work with us to help make the most of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.