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Wealth Management Blog

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Welcome to the CCU Wealth Advisors Blog, where we believe that financial freedom is not just a dream, but an achievable reality. Sharpen your wealth management knowledge with articles pertaining to whatever financial stage you may be in. 

Wealth Management life stages


Early Savers: This stage is all about laying the foundation for financial independence and growth. Early Savers focus on establishing healthy saving habits and setting achievable financial goals for the future.

Future Funders: These individuals prioritize long-term investments like retirement accounts and education funds while balancing shorter-term goals like homeownership and family expenses.

Retirement Seekers: As retirement approaches, individuals in this stage are seeking to maximize savings and investments to prepare for retirement. Strategies may include optimizing retirement accounts, diversifying investments, and developing a retirement plan to support their desired lifestyle during their golden years.

Legacy Crafters: This stage is about preserving and passing on wealth to future generations while also fulfilling personal goals Legacy Crafters focus on estate planning, wealth transfer, and creating a lasting legacy through family wealth preservation techniques.

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UNLOCKING EQUITY COMPENSATION: YOUR ESSENTIAL GUIDE
 
When you get a new job or a promotion, you might be offered an ownership benefit. How should you approach this?


Read Time: 5 min











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THINGS YOU CAN DO FOR YOUR FUTURE AS THE YEAR UNFOLDS
 
What financial, business, or life priorities do you need to address for the coming year? Let's talk about it!  
 

Read Time: 4 min















































Round photo of Suzanne Wohlfeld.

 

Suzanne

Suzanne Wohlfeld
Wealth Advisor
101 Sower Boulevard, Frankfort, KY 40601
502.564.4775
800.228.6420, ext. 5447

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James

James McGary
Wealth Advisor
2540 Sir Barton Way, Lexington, KY 40509
502.564.4775 ext. 5453
800.877.7210 
Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 

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*Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Commonwealth Credit Union and CCU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CCU Wealth Advisors, and may also be employees of Commonwealth Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commonwealth Credit Union and CCU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

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Your Credit Union ("Financial Institution") provides referrals to financial professionals of LP Financial LLC ("LPL") pursuant to an agreement that allows PL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.