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As you approach retirement,* one of the biggest financial decisions you'll make is when to begin receiving social security benefits. Should you begin receiving a smaller social security benefit earlier? Or should you wait until you reach retirement age (or even later) to receive a larger benefit?
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.
Criminals need very little information to steal identities and garbage cans offer an abundance of information from paperwork. Bring up to two file boxes of paper per household for free, confidential shredding. Commercial high-volume shredders, courtesy of Iron Mountain, will be on-site to shred your records. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*
* Weather permitting
Mortgage Loan Officer
Matt Bacon, CFP®
Associate Financial AdvisorCUSO Financial Services, L.P.* at UFCU
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
—Soccer isn’t just a hobby for Matt. It’s a labor of love.
Check the background of this investment professional on FINRA’s BrokerCheck.
In first grade, Matt’s parents signed him up for a youth Soccer team and it has been a passion of his ever since. While he admits he most likely will not be the next soccer superstar, he still likes to imagine accepting a seven- or eight-figure contract playing for his favorite team, Tottenham. Until he receives that magical phone call however, he’ll be focusing on the numbers for his clients.
At UFCU, Matt is an associate financial advisor, available through CFS.* He works with our Members to help them create better financial outcomes for their families and themselves. He prides himself on being able to pick out the blind spots in a plan and bring new opportunities to the table when the time is right. A social animal and avid storyteller, Matt is a favorite around the office and among clients.
Matt is a native Austinite but has spent a good amount of time living and working overseas. He serves on the board of ATX United, a local soccer foundation in the Austin area, and regularly volunteers for the Austin Young Chamber of Commerce and Young Men’s Business League of Austin. Outside of work, he enjoys playing sports, traveling, and trying out new restaurants.
What was your favorite toy growing up? “Stretch Armstrong action figure. The arms and legs would stretch (hence the name), which is pretty much the coolest thing on the planet when you’re six years old.”
What chore do you despise doing? “Folding clothes. It’s dull and thankless work.”
What is your favorite quote or saying?
“Be yourself; everyone else is already taken.” — Oscar Wilde
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
UFCU members can participate in the National Shared Branch Network, enabling you to transact UFCU business at hundreds of locations throughout the country. Learn more about the National Shared Branch Network, and where to find a location near you.
Important Note: ATMs at shared branch locations are not fee-free. To locate fee-free non-UFCU ATMs, please visit the ATM Alliance.
UFCU has joined forces with Austin area credit unions to offer free ATM access at more than 300 locations in the Austin and Galveston Metro areas.