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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.

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SERVING INDIVIDUALS

Planning a financial future

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SERVING BUSINESSES

Guidance for employers
and employees

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Helpful Content

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Rightsizing for Retirement

What does your home really cost?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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