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Our Services
  • Term Life Insurance
  • Long Term Care Insurance
  • Financial Planning
  • Retirement Planning
  • 403b Solutions
  • College Planning
  • Investment Advice
  • Brokered CD's
  • Tax Advantage Strategies
  • Wealth Accumulation and Preservation Strategies
  • Stocks
  • Bonds
  • Mutual Funds
  • Tax Deferred Annuities
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    Market Summaries
    Newsletters
    • Don't Let Rising Interest Rates Catch You by Surprise
      You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
    • Future of the Federal Estate Tax
      While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
    • The Health-Wealth Connection
      It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
    • What is a rollover IRA, and do I need one?
      Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
    • Can I roll my traditional 401(k) account balance over to a Roth IRA?
      Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
        
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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.

     


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