Learn
Our resource center offers a spectrum of timely and informative articles that were written with you in mind.
Go to Resource CenterAbout
Our team approach offers a range of services to provide more benefits to our clients.
Go to Team MembersInvest
LPL Financial offers a wide range of investment services located at Kitsap Credit Union for access by their members.
Go to Products & Services
Newsletters
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
-
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.