Building Wealth Newsletter

July 2018

262-796-4515
licnewsletter@landmarkcu.com


wall streetQuiz: Financial Facts That Might Surprise You

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.

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married coupleMarriage and Money: Taking a Team Approach to Retirement

Even when most of a married couple's retirement assets reside in different accounts, it's still possible to craft a unified retirement strategy.

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car shoppingShopping for a New or Used Car

Should you buy a brand-new car or a used one? Here are some factors to consider.

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pie contestCartoon: Pie Contest

There are all kinds of pies at the county fair.

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call on tax deductionWhat is the difference between a tax deduction and a tax credit?

Tax deductions and credits are terms often used together when talking about taxes.

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered your LPL Financial or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.

| Not NCUA Insured | No Credit Union Guarantee | May Lose Value |

No strategy assures success or protects against loss.

LPL Financial office located at 2775 S. Moorland Rd., New Berlin, WI 53151 (262) 796-4515.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.


 

 

 

Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor, and Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, IL, IN, MN, MO, MS, NC, NE, VA, WA, WI

Not NCUA Insured. No Credit Union Guarantee. May Lose Value.