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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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

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.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

More Newsletters →

About Us

200 North 16th Street, Suite 200
Philadelphia, PA 19102-1299

Phone: 888.564.4900

James.Tait@sb1fcu.org
Louise.Selsky @sb1fcu.org
Map and Directions

Market Watch

November 20, 2009 @ 10:23 PM

Dow Jones Industrials	10,312.34	- 20.10
Nasdaq Composite	2,144.26	- 12.56
S&P 500	1,090.95	- 3.95

[ Markets | Charts | Quotes | Portfolio ]

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
iMoney

Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Investment products and advisory services offered through CUSO Financial Services L.P. (CFS), a registered Broker-dealer and SEC Registered Investment Advisor. Investment products are not NCUA/NCUSIF or federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any affiliated entity, and involve investment risk including the possible loss of principal. Investment Representatives are employees of Sb1 Federal Credit Union and registered through CFS (member FINRA/SIPC).