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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s an alarming difference between perception and reality for current and future retirees.
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?