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Our Investment Services staff is on hand to provide a variety of investment options to help meet your financial needs through CUSO Financial Services, L.P. (CFS). It is important to plan for your future-- and there's no better time to begin than now.

We offer a number of services and products; please click on the "Our Services" link for details.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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