1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2019The Kiplinger Washington Editors
See All Authors »
CUNA Brokerage Services
Jamie Letcher is a financial adviser with CUNA Brokerage Services Inc., located at Summit Credit Union in Madison, Wisconsin, serving as Vice President – Wealth Management, Summit Financial Advisors. He is a member of FINRA/SIPC, a registered broker-dealer and investment adviser. Summit Credit Union is a $3 billion CU serving 176,000 members. Letcher helps members work toward achieving their financial goals and through a process that begins with a "get-to-know-you" meeting and ends with a collaborative plan, complete with action steps. He uses a "big picture" approach, helping ensure members are saving adequately, protecting their families and investing in a manner appropriate for their situation.
Importantly, Letcher considers himself an educator. "I find it important to explain things in a simplified manner and to educate on the pros and cons of different decisions," he says. "Then clients are able to make an informed, educated decision."
From Simple IRAs and Solo 401(k)s to SEP IRAs, small businesses have many retirement savings options to choose from. Here are the basics to get started.
See More From: Building Wealth
It can feel overwhelming, but don't let that stop you, because you really can do it. Start today. Here's how.
To approach annuities with an open mind, first take a look at the basic types and how they work.
It comes down to fees and performance, of course, but you need to put a little more thought into the question than just that to make a good decision.
If you’re a parent with kids in their 20s or 30s — or any kids at all — you’re probably no stranger to worrying about their future, including their financial future.
As you watch your now-adult ...
See More From: Saving for Retirement
Putting the right foot forward now will make all the difference later. Here's how parents can point their adult children in the right direction.
To keep a lid on your tax liability, check where you are on the income tax bracket spectrum. If you're on the brink of bumping into a higher bracket, there are several ways to step back from the edge.
The stock market's bull run is over eight years old. Do you know what to do when it ends?