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    Market Summaries
    • When a Saver Marries a Spender, Every Penny Counts
      If you're a penny pincher but your spouse is penny wise and pound foolish, money arguments may frequently erupt. Couples who have opposite philosophies regarding
    • Give Your Retirement Plan an Annual Checkup
      Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven't
    • Periodic Review of Your Estate Plan
      An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to
    • What is a phased retirement?
      In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement. Specifically, a phased retirement usually refers to an
    • Are federal employees eligible for phased retirement?
      Yes, a phased retirement program is authorized by the Moving Ahead for Progress in the 21st Century Act or MAP-21. In 2014, the United States

    Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Kern Schools Federal Credit Union and Kern Schools Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

    Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor

    The investment products sold through LPL Financial are not insured Kern Schools Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Kern Schools Federal Credit Union and are not endorsed, recommended or guaranteed by Kern Schools Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.