Sb1 Federal Credit Union

Jim Tait, our CFS Investment Advisor at Sb1 Federal Credit Union, is 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 is licensed and educated to provide investment and financial planning advice to help members reach their financial goals.  That means he's here to answer questions and assist you every step of the way.

It's the perfect 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.
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

What Does the Dollar Do for You?

Which is preferable, a strong dollar or a weak one?

More Newsletters →