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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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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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Tolerate the Turbulence

 

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


Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm.

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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