Webinars
Knowing your Medicare Plan Options Webinar
Sound Credit Union presents Knowing your Medicare Plan Options. This webinar is meant to provide you with information about…
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Tools, tutorials and everyday advice to help you rock your personal finances.
Retirement
COVID-19
Managing your 401(k) and Retirement Assets during a Pandemic Webinar
Sound Credit Union (Sound) and CUSO Financial Services* present Managing your 401(k) and Retirement Assets during a Pandemic webinar. This…
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COVID-19
Individual Retirement Account Changes for Tax Year 2020
IRA Changes for Tax Year 2020 There are new provisions affecting IRAs (and employer-sponsored retirement plans). Some of these changes…
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Sound News
Video Appointments Available
Sound is here for you. If you have questions about accounts, loans or investments, Sound can meet with you virtually…
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Estate Planning
A Death in the Family
One of the most emotionally vulnerable times in your life is also one of the times when you’ll need to…
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Adulting 101
It Pays To Start Saving Now
In case you haven’t heard, compound interest is the best. You may remember it as an equation you had to…
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Retirement
Five Good Money Habits to Boost Your Retirement Savings
Think back to your most recent savings goal. How long did you have to save in order to reach it?…
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Promotions
Open an IRA. Get $100.
Open a Rollover IRA with CFS and get a $100 Visa gift card. Investments offered through CUSO Financial Services, L.P.…
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Calculators