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Announcements News

October CorePlus Wealth Management Newsletter

Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight

On Saturday, September 25, 2021, the House Budget Committee voted to advance a $3.5 trillion spending package to the House floor for debate. The House Ways and Means Committee and the Joint Committee on Taxation had previously released summaries of proposed tax changes intended to help fund the spending package. Many of these provisions focus specifically on businesses and high-income households. Expect these proposals to be modified; some will likely be removed and others added as the legislative process continues. As we monitor progression through the legislative process, though, here are some highlights from the previously released proposed provisions worth noting.

The CorePlus Wealth Management Services at CorePlus is staffed by Mr. Holland Rajaniemi who can help you map out a personal financial management program. 

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected]. 

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Announcements News

September CorePlus Wealth Management Newsletter

In July, the president issued an executive order intended to “combat excessive consolidation of industry, abuses of market power, and the harmful effects of monopoly.” More than a dozen federal agencies were directed to begin working on 72 initiatives that seek to promote robust competition in the U.S. economy, in some cases through new regulations.

The CorePlus Wealth Management Services at CorePlus is staffed by Mr. Holland Rajaniemi who can help you map out a personal financial management program. 

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected]. 

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Announcements News

August CorePlus Wealth Management Newsletter

Mid-Year Is a Good Time for a Financial Checkup.

The first half of 2021 is behind us. As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure that your financial situation is continuing on the right path.

The CorePlus Wealth Management Services at CorePlus is staffed by Mr. Holland Rajaniemi who can help you map out a personal financial management program. 

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected]. 

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Announcements News Seminars

How to Weather a Bear Market Virtual Seminar Wednesday – June 23, 2021 at 6PM

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Attend a valuable educational seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

Click here to reserve a place at the next bear market seminar. 

You are welcome to bring a guest, but space is limited so please make your reservations today.

Holland Rajaniemi

If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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Announcements Financial Planning & Retirement News Seminars

Income for Life: Guaranteeing retirement income to last a lifetime Virtual Seminar Wednesday – June 16, 2021 at 6PM

Income for Life: Guaranteeing retirement income to last a lifetime

Virtual Seminar

June 16, 2021 at 6PM

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

Join us for an informational session that can help you set your financial direction and answer more of your questions:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Click here to reserve your place at this upcoming seminar. 

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.  Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.

MGA-1866660(CM).2-0119-0221                                 

 If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.

All guarantees are backed by the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.

Financial advisors are not tax advisors, attorneys or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. For legal questions consult your attorney. For questions about Social Security, please contact your local Social Security Administration office. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

MGA-1372208(CM).3-0918-1020                                                                      © 2018 CUNA Mutual Group

Categories
Announcements News Seminars

Social Security and Your Retirement Virtual Seminar – Wednesday, June 9, 2021 at 6PM

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

 During the seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Click here to reserve your place at this upcoming seminar.

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

Holland Rajaniemi

CorePlus Wealth Management Advisor

CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.  Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.
MGA-1866660(CM).2-0119-0221   
© 2018 CUNA Mutual Group

Categories
Announcements Financial Planning & Retirement News Seminars

Three Transitions to Retirement Virtual Seminar – Wednesday, June 2, 2021 at 6PM

Three Transitions to Retirement: It’s about more than just the money

Virtual Seminar Wednesday, June 2, 2021 at 6PM

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

During this session, you’ll learn:

Ø  How to confidently address the financial, lifestyle and emotional transitions to retirement

Ø  How to guard against risks and manage those that are inevitable

Ø  Whether you are ready for retirement

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

Click here to reserve your place at this upcoming seminar.

Holland Rajaniemi

CorePlus Wealth Management Advisor

CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are backed by the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.  Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

Financial advisors are not tax experts. For information regarding your specific tax situation, please consult a tax professional. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

MGA-1875464(CM).2-0319-0421                                                                                                                               © 2019 CUNA Mutual Group

Categories
Announcements News

May CorePlus Wealth Management Newsletter

older couple man and woman smiling at computer screen

Due Date for Federal Income Tax Returns and Payments Postponed to May 17

Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to file 2020

federal income tax returns and make tax payments has been postponed by the IRS from Thursday, April

15, 2021, to Monday, May 17, 2021. No interest, penalties, or additions to tax will be incurred by taxpayers

during this approximately one-month relief period for any return or payment postponed under this relief provision.

 

The CorePlus Wealth Management Services at CorePlus is staffed by Mr. Holland Rajaniemi who can help you map out a personal financial management program. 

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected]. 

Categories
Announcements News

2021 Annual Meeting

Join us virtually!

Tuesday, May 25, 2021

Meeting begins at 8:00 AM

RSVP by calling 860-886-0576 or by emailing [email protected]

Categories
Announcements News

Shred Day

Our next Shred Day is:
Saturday, April 10
9 AM to 12 PM
Location:
67 Lathrop Road,
Plainfield, CT

 

During this event, we will be accepting non-perishable food donations for Project PIN.

 

To keep our employees safe, we ask that you stay in your car at all

times. Please open your trunk when you arrive and an Infoshred

employee will remove the documents to be shredded.

You will also be entered for a chance to win a FREE Personal Shredder!

On-Site Shredding, or Mobile Destruction, is for people who prefer their

material be shredded prior to being removed from their facility.

Infoshred is the only vendor in New England to be certified by NAID for

secure On-site Document Destruction. Infoshred offers confidential

document shredding in Connecticut, Massachusetts,

and Rhode Island.