Investment Articles

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Landmark investment center located at Landmark Credit Union

External Resources

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Eight Ideas for Smarter Holiday Shopping

Here are some tips that might help you save time and money.


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Charitable Gifts of Life Insurance

Some of the reasons to give life insurance to a charity include altruism, tax benefits, and to support a favorite charity.


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Year-End 2024 Tax Tips

Here are some things to consider as you weigh potential tax moves between now and the end of the year.


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Two Tax-Friendly Retirement Plans for the Self-Employed 

Setting up a retirement plan provides a way to shelter more income from taxes and save money for the future.


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Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Landmark Credit Union GuaranteedNot Landmark Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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