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Senior Wealth Advisor Craig Lundquist brings close to 15 years of experience in the financial and retirement planning industry. He is registered to sell investments and licensed for insurance in Minnesota and Wisconsin.


*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered...

Senior Wealth Advisor Craig Lundquist brings close to 15 years of experience in the financial and retirement planning industry. He is registered to sell investments and licensed for insurance in Minnesota and Wisconsin.


*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.CUNA Brokerage Services, Inc., is a registered broker /dealer in all fifty states of the United States of America.

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TOD or Living Trust?

 

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Provided by Craig S. Lundquist, MBA on behalf of Wealth Advisors located at Ideal Credit Union*


How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective.

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Some Changes Are Coming for 401(k)s

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Provided by Craig S. Lundquist, MBA on behalf of Wealth Advisors located at Ideal Credit Union*


The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

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Tax Considerations for Retirees

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Provided by Craig S. Lundquist, MBA on behalf of Wealth Advisors located at Ideal Credit Union*


The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

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A Retirement Fact Sheet

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Provided by Craig S. Lundquist, MBA on behalf of Wealth Advisors located at Ideal Credit Union*


Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.

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2018 - 19 Holiday Hours

Martin Luther King Jr Day

Monday, January 21st
All locations closed.


Presidents' Day
Monday, February 18th
All locations closed.


Good Friday
Friday, April 19th
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Memorial Day
Monday, May 27th
All locations closed.


Independence Day
Thursday, July 4th
All locations closed.


Labor Day
Monday, September 2nd
All locations closed.


Columbus Day
Monday, October 14th
All locations closed.


Veterans Day
Monday, November 11th
All locations closed


Thanksgiving Day
Thursday, November 28th
All locations closed.


Day after Thanksgiving
All locations are open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Christmas Eve
Tuesday, December 24th
All locations open until 1:00 p.m.
Lobby - 9:00 a.m. to 1:00 p.m.
Drive-thru - 9:00 a.m. to 1:00 p.m.


Christmas Day
Wednesday, December 25th
All locations closed.


New Year's Eve
Tuesday, December 31
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


New Years Day (2020)
Wednesday, January 1st
All locations closed