florida Credit Union & SWBC Investment Services – Working Together as a Team

Florida Credit Union and SWBC Investment Services are working together to bring you more investment choices.  Florida Credit Union is committed to helping our members improve their long-term financial success. That’s why we formed a partnership with SWBC Investment Services, LLC to offer our members access to a full range of investment and insurance services.  With today’s economic challenges and diverse investment choices, you need a trusted team to turn to who can simplify the investment process and can help you work toward realizing your dreams. 

Need guidance? Let an experienced Financial Professional assist you in determining your short or long term investment needs. They can also help you in managing your current investments and explore new options.  Isn’t it time you called?  Your local branch office representative is available to guide you through a wide range of investment choices. For more information or to schedule your FREE, no-obligation review, just contact Ken Toops, Financial Advisor with SWBC Investment Services located at Florida Credit Union.

Ken Toops CRPC® | Financial Advisor
SWBC Investment Services, LLC
Located at Florida Credit Union • 2831 NW 43rd Street • Gainesville, Florida 32606352.377.4141 ext - 4072 • FAX: 866.813.2424

ktoops@swbc.com
Calculators

Life Insurance

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

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It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

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