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    • Working in Retirement: What You Need to Know
      Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of
    • Test Your Investing IQ
      How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds.
    • Kickstart Your College Fund with a 529 Plan
      If you're looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code
    • How do the economic milestones of young adults today compare with prior generations?
      If you're the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a
    • Chart: Young Adult Milestones, 1975 vs. 2016
      The following pie charts compare four common milestones of adulthood — getting married, having children, working, and living independently — achieved by young adults
        
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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.