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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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The Many Benefits of a Roth IRA

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

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Why do so many people choose a Roth IRA rather than a traditional IRA?

The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies. Here is a closer look at the trade-off you make when you open and contribute to a Roth IRA – a trade-off many savers are happy to make.

You contribute after-tax dollars. You have already paid income tax on the dollars going into the account, but in exchange for paying taxes on your retirement savings contributions today, you could potentially realize greater benefits tomorrow.1

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Tax Deductions Gone in 2018

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

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Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax deductions have vanished.

  

Early drafts of H.R. 1 left only two itemized deductions in the Internal Revenue Code – one for home loan interest, the other for charitable donations. The final bill left many more standing, but plenty of others fell. Here is a partial list of the itemized deductions unavailable this year.1

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Will Debt Spoil Too Many Retirements?

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

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The key points of retirement planning are easily stated. Start saving and investing early in life. Save and invest consistently. Avoid drawing down your savings along the way. Another possible point for that list: pay off as much debt as you can before your “second act” begins.

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2021 - 22 Holiday Hours

Martin Luther King, Jr. Day

Monday, January 18th
All locations closed.


President's Day
Monday, February 15th
All locations closed.


Good Friday
Friday, April 12th
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 31st
All locations closed.


Independence Day
Sunday, July 4th
All locations closed.


Labor Day
Monday, September 6th
All locations closed.


Columbus Day
Monday, October 11th
All locations closed.


Veterans Day
Thursday, November 11th
All locations closed


Thanksgiving Day
Thursday, November 25th
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
Friday, 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
Saturday, December 25th
All locations closed.


New Year's Eve
Friday, December 31st
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 (2021)
Saturday, January 1st
All locations closed