Investment Blog - Travis Financial Services
Q&A on Retirement Accounts with a TFS Financial Consultant

Q&A on Retirement Accounts with a TFS Financial Consultant

1/16/2020

Many of us worry about how much to save for retirement. The financial consultants at Travis Financial Services can help you determine your nest egg and create a plan aimed at getting there. In this featured blog post with Brent Fisk, Financial Consultant at TFS, he answers commonly asked questions about retirement accounts. Learn about savings and consolidation, as well as predictable retirement income!

Full Q&A on Retirement Accounts with a TFS Financial Consultant Article

Smart Financial Moves in Your 40's and 50's

Smart Financial Moves in Your 40's and 50's

1/29/2019

This article outlines simple steps to take in your 40's and 50's to advance your retirement planning.

Full Smart Financial Moves in Your 40's and 50's Article >


Brush Up on Your IRA Facts

Brush Up on Your IRA Facts

1/29/2019

If you own an IRA, be sure you are familiar with all the latest rules governing them, including contribution limits, tax deductibility rules, and distribution guidelines.

Full Brush Up on Your IRA Facts Article >


2019 Retirement Trends to Watch

2019 Retirement Trends to Watch

1/2/2019

In-plan spending strategies becoming more important

Full 2019 Retirement Trends to Watch Article >


Why women need to save more than men

Why women need to save more than men

10/3/2018

Because of longer life expectancies, women need to have significantly more in retirement savings than men.

Full Why women need to save more than men Article >


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The financial consultants at Travis Financial Services are registered representatives with, and 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. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

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


The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.