Welcome to KCCU Investment Services
The key to success is to start planning
your financial future today.
KCCU Investment Services, located at Kellogg Community Credit Union, serves the Battle Creek, Marshall, Kalamazoo, Three Rivers and Grand Rapids areas. The Financial Consultants take a holistic approach to wealth management specializing in the following areas:
- Financial Planning
- Retirement Planning
- Asset Planning
- 401(k) Transition Assistance
- Estate Planning
- Life Insurance
We strive to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We're here to help educate you about the basic concepts of financial management, to help you learn more about who we are: and to give you fast, and easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your favorites in your Internet browser. We frequently update our information, and we wouldn't want you to miss any changes in the area of personal finance.
Helpful Content
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Emerging Market Opportunities
What are your options for investing in emerging markets?