Brad Blue

Navigating the Three Stages of Wealth Management: How Logix Can Help

Brad Blue / July 16, 2024

Financial success often hinges on understanding and navigating the three stages of wealth management: accumulation, preservation, and distribution. Each stage is critical and requires a tailored approach to ensure long-term financial stability and prosperity. Let's delve into how your credit union can be a pivotal ally in guiding you through these phases, addressing key themes such as emergency funds, retirement planning, and estate planning.

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Navigating the Runway: Exploring Traditional and Roth IRAs for a Smooth Retirement Landing

Brad Blue / February 23, 2024

As the whispers of spring turn into a full-blown chorus, excitement builds for the upcoming travel season. But for those approaching retirement, a different, yet equally thrilling journey is about to take off: the journey towards financial freedom. In this pre-departure guide, we'll explore two essential retirement vehicles – Traditional and Roth IRAs – equipped with their latest 2024 upgrades, to help you land a smooth and comfortable financial future.

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Understanding The NCUA Insurance Limit: What You Need to Know

Brad Blue / December 5, 2023

If you're interested in securing your financial future, you've probably encountered the term "NCUA Insurance Limit." This limit is a crucial aspect of safeguarding your hard-earned money, especially if you're a member of a federally insured credit union like Logix. In this blog post, we'll break down the NCUA Insurance Limit and provide you with the necessary information to make informed financial decisions.

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Keep Calm and Credit Union: Born to Thrive Amid Market Uncertainty

Brad Blue / March 24, 2023

Many members came to #creditunions chasing a great rate, not realizing that they are taking part in something larger and more important – especially during times of economic uncertainty. So, while every company that has your email address wrote you last week about the safety of your account, I’d like to tell you why the one from your credit union might be worth a second look.

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Free Gift Ideas

Brad Blue / December 8, 2015

Well it’s that time of year again—when you need to think about holiday gifts. You can’t leave it all to Santa—he’s a very busy man. Good news.  Giving gifts doesn’t have to cost anything.  You just need to do a little creative thinking.   Free

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