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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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Key Provisions of the CARES Act

 

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


Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1

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How Medigap Choices Are Changing

 

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


Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable to buy Medigap Plan F or Plan C. These are the two Medicare Supplement policies that cover Medicare’s Part B deductible (currently $185).1,2

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Your Changing Definition of Risk in Retirement

 

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


During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results.

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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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