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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.

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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?

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Newsletters

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

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