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    • Prepare Now for a Year-End Investment Review
      Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for
    • Retiring and Relocating? Don't Neglect State Taxes!
      If you're retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax benefits to
    • Leaving Assets to Your Heirs: Income Tax Considerations
      An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all
    • What factors could negatively impact my credit report?
      Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness
    • I'm looking to buy a home. What are some common mortgage mistakes to avoid?
      Navigating the complex world of mortgages can be difficult. As a result, it's easy to make mistakes when applying for a mortgage loan.
        
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    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.