Investments & Wealth Management
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Helping Gauge College Affordability
A net price calculator can help measure a specific college's true cost by providing an estimate of how much grant aid a student might expect based on his or her financial information and academic profile.
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August Market Summary
The Nasdaq reached record highs in August and the S&P 500 recorded its seventh straight monthly advance—its longest streak of monthly gains since January 2018.
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How the New FAFSA Rule Impacts the Grandparent 529 Plan
Changes to the FAFSA rules offers grandparents a greater incentive to consider a grandparent-owned 529 account.
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Top Reasons to Review Your Life Insurance Needs
When your life circumstances change, you have an opportunity to make sure the people you love are protected.
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July Market Summary
Favorable economic news was reported as the economy expanded at an annualized rate of 6.5%, 850,000 new jobs were added, while the number of new unemployment claims declined.
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A Guide to Naming Life Insurance Beneficiaries
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones.
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What Affects Stock Value
Specific types of investments could influence individual stock prices during the second half of 2021.
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How to Protect Your Retirement Savings from Creditors
Review the creditor protections that apply to retirement accounts.
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A Steady Investment Strategy
No matter how much you try to make objective decisions, you may be tempted to guess at market movements.
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Can Debt Affect Your Retirement Plan?
Debt poses a growing threat to the financial security of many Americans — and not...
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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