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    • What You Can Do with a Will
      A will is often the cornerstone of an estate plan. Here are five things you can do with a will.
    • Ten Year-End Tax Tips for 2017
      Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
    • Five Myths About Group Disability Insurance
      You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by
    • How much money should a family borrow for college?
      There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too
    • How can families trim college costs?
      Trimming college costs up front can help families avoid excessive college borrowing and the burdensome student loan payments that come with it. Here are some ideas.
        
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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.

     


    Check the background of this financial professional on FINRA's BrokerCheck.