Category: Financial Wellness
Webinar: 21 Ways to Trim Your Budget
Stretching your budget is a necessary step to achieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more. By the end of this webinar, participants will be able to:Â Identify everyday spending areas where small changes create big savings Apply […]
Posted by Miriam Amaya in Financial Wellness, Webinars.
CU Wealth Group: January 2026 Market Recap
Read the January 2026 Market Recap by Financial Advisor Evan Kulak: CUWG Jan 2026 Recap Letter – Labor
Posted by Miriam Amaya in Financial Wellness, News.
Webinar: On the Road to Riches – The Foundations of Saving and Investing
Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle […]
Posted by Miriam Amaya in Financial Wellness, News, Webinars.
CU Wealth Group: Q4 2025 Market Recap & 2026 Outlook
Read the 2025 Q4 Market Recap Letter by Financial Advisor Evan Kulak: CUWG Q4 2025 Recap Letter – Labor
Posted by Miriam Amaya in Financial Wellness, News.
Webinar: Ten Steps to Improve Financial Wellness (Live)
We all measure financial success differently, but all paths to getting there require discipline and goals. This session teaches participants ways to manage their finances—including developing a spending plan, setting objectives, assessing insurance needs, and other tools that will help them get on the road to personal financial success. By the end of this webinar, […]
Posted by Miriam Amaya in Financial Wellness, News, Webinars.
November Market Recap Letter
Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Read the November Market Recap Letter by Financial Advisor Evan Kulak: CUWG Nov 2025 Recap letter – Labor
Posted by Miriam Amaya in Financial Wellness, News.
October Market Recap Letter
Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending. Read the October Market Recap Letter by Financial Advisor Evan Kulak: CU Wealth Group Recap October 2025
Posted by Miriam Amaya in Financial Wellness, News.
Support for Our Members During the Government Shutdown
Posted by Dallana Estermann in Financial Wellness, News, Uncategorized.
Contributing to a Traditional IRA may increase your tax refund
Posted by Mark Cruz in Financial Wellness, Uncategorized.