How much will I need to save for retirement?
This pre-retirement calculator may help you determine how well you have prepared and what you can do to improve your retirement outlook.
Calculate TodayWhether you are just starting out, nearing retirement, or somewhere in between, you need to have a clear plan to reach your financial goals.
iQ Credit Union cares about our members and their financial well-being. That's why we offer investment and retirement services through CFS, to help create a financial plan to help you meet every one of life’s milestones.
Retirement Planning
Financial Planning
Education Planning
Retirement Income Planning
Business Investment Services
Insurance
We’ll start by taking a look at your current spending, saving and investing strategies. Then we'll talk about your goals and priorities, follow up with objective recommendations, and support your efforts moving forward through the implementation and management of your plan.
Another way to think of our planning process is as though you’re building a "financial house".
On the subjects of money and our financial future, we all have questions. At iQ, we find it helpful to think of these finances in the framework of a home.
An emergency fund, estate planning, and insurance are the foundation. Retirement, college savings, and debt make up the walls. Your lifestyle –both now and in the future– is the roof. Each aspect of our financial home is important and deserves the proper attention.
Properly building a real home requires a blueprint, and properly building your financial home requires a financial blueprint—or game plan. Click below to learn more about the three phases of the financial "home".
If you're a business owner, your needs are uniQue and your retirement plan should be closely aligned with your goals. By adding a business retirement plan to your employee benefits package, you can position your business for success, giving you the competitive edge you need.
A business retirement plan can help, or potentially:
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This pre-retirement calculator may help you determine how well you have prepared and what you can do to improve your retirement outlook.
Calculate TodayUse this calculator to estimate how much your plan may accumulate for retirement.
Calculate TodayUse our college savings calculator to determine how much you should be saving for college on a regular basis.
Calculate TodayPrepare for future financial success with iQ's Financial Survival Guide. which covers everything from personal loans to mortgage refinancing.
Download GuideSearching for ways to pay off your debt quickly and easily? Download iQ's Debt Consolidation E-Book to learn how you can attain financial freedom.
Download GuideIn iQ's Ultimate Guide to Simple Savings, we unpack key topics and strategies that can lead to money-saving success and financial freedom.
Download GuideYou can log in at any time for a copy of the latest statement or to view your investment portfolio.
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Serena Jones
Program Manager, CUSO Financial Services, L.P. at iQ Investment & Retirement Services
Investment Coordinator, CUSO Financial Services, L.P. at iQ Investment & Retirement Services
Financial Advisor, CUSO Financial Services, L.P. at iQ Investment & Retirement Services
Financial Advisor, CUSO Financial Services, L.P. at iQ Investment & Retirement Services
Financial Advisor, CUSO Financial Services, L.P. at iQ Investment & Retirement Services
Financial Advisor, CUSO Financial Services, L.P. at iQ Investment & Retirement Services
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* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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