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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Currency has been around for a long time. Here’s a quick history lesson.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Here’s a crash course on saving for college.
What does your home really cost?
Savvy investors take the time to separate emotion from fact.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding the cycle of investing may help you avoid easy pitfalls.