Information from Widget Financial and CFS* to help keep your financial life in balance.

Stay Invested

Tax Saving Tips

Schedule Your Annual Financial Checkup

How Much Life Insurance Do You Need?

How to Create a Disciplined Investment Plan

The Five Big Questions About Retirement 


Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit Union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Widget Financial has contracted with CFS to make non-deposit investment products and services available to Credit Union members.