Sb1 Federal Credit Union

Jim Tait and Louise Selsky, our CFS Investment Advisors at Sb1 Federal Credit Union, are on hand to provide a variety of investment options to help meet your financial needs through CUSO Financial Services, L.P. (CFS). 

It is important to plan for your future--and there's no better time to begin than now.  Jim and Louise are licensed and educated to provide investment and financial planning advice to help members reach their financial goals.  That means they're here to answer questions and assist you every step of the way.

It's the ideal option for the investor who wants the best mix of control, advice, experience and an advisor that really understands how they want to invest.

We offer a number of services and products; please click on the "Our Services" link for details.

Jim Tait is currently licensed to do securities business in the following states: AZ, DE, DC, FL, MD, NJ, NC, PA, RI, TX, WA and WY.  Louise Selsky is currently licensed to do securities business in PA.  Additional states may be available upon request.
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

HOT TOPIC: Inflation Slows But Still Poses Long-Term Threat

After a year in which energy prices hit record levels, most consumers will be surprised to learn that the 2008 inflation rate was almost zero. But don't be fooled into thinking that inflation is no longer a threat to your long-term financial outlook.

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

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