Understanding Today's Financial Environment
Welcome, we are CU Preferred Investments & Insurance, a financial organization in New Brighton, MN. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
We can help take the mystery out of preparing for your financial future.Learn More
Special insight and perspective to help business owners pursue their objectives and success.Learn More
Let us provide you with guidance that can help you understand and better define your financial goals.Learn More
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Gaining a better understanding of municipal bonds makes more sense than ever.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are four very good reasons to start investing. Do you know what they are?
Earnings season can move markets. What is it and why is it important?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
How do the markets usually react to elections? Was the 2016 election any different?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are three things to consider before dipping into retirement savings to pay for college.