Subscribe to Kiplinger
Subscribe to Kiplinger
Save up to 76%
Subscribe
Subscribe to Kiplinger
Jamie Letcher, CRPC

Jamie Letcher, CRPC

Financial Adviser, CUNA Brokerage Services

Jamie Letcher is a financial adviser with CUNA Brokerage Services Inc., located at Summit Credit Union in Madison, Wisconsin, serving as Vice President – Wealth Management, Summit Financial Advisors. He is a member of FINRA/SIPC, a registered broker-dealer and investment adviser. Summit Credit Union is a $3 billion CU serving 176,000 members. Letcher helps members work toward achieving their financial goals and through a process that begins with a "get-to-know-you" meeting and ends with a collaborative plan, complete with action steps. He uses a "big picture" approach, helping ensure members are saving adequately, protecting their families and investing in a manner appropriate for their situation.

Importantly, Letcher considers himself an educator. "I find it important to explain things in a simplified manner and to educate on the pros and cons of different decisions," he says. "Then clients are able to make an informed, educated decision."

Office: 608.271.1012

Mobile: 608.206.5199
E-mail: Jamie.letcher@cunamutual.com
Website: summitcreditunion.com

When and Why You Might Consider a Strategic Roth Conversion
A person draws x's and o's with arrows to indicate strategy.
Roth IRA Conversions

When and Why You Might Consider a Strategic Roth Conversion

For two of my clients, the time was right for executing a Roth IRA conversion. Here’s why, and how they made the strategy work for them.
August 30, 2021
How Does the Average Investor Invest Rationally in an Irrational World?
A man takes a crazy upside down selfie.
investing

How Does the Average Investor Invest Rationally in an Irrational World?

My own children’s experiences and all that’s happened with Bitcoin and GameStop recently got me thinking: Investors need to keep their greed in check …
April 29, 2021
Financial Planning Resolutions That Only Take Minutes
A smiling woman flexes her muscles.
personal finance

Financial Planning Resolutions That Only Take Minutes

Not all financial New Year’s resolutions are long, involved slogs. Some can be completed in just a few minutes.
December 25, 2020
Is the Stock Market a House of Cards?
Man building a house of cards
investing

Is the Stock Market a House of Cards?

The stock market volatility we’ve been experiencing and the apparent disconnect with the broader economy have some investors wondering just that. But …
October 12, 2020
How to Save Yourself from … Yourself
investing

How to Save Yourself from … Yourself

Stock market volatility like we’ve been seeing the past few months can bring out the worst in investors. Keep your head and avoid some potentially ser…
June 22, 2020
A Tale of Two Investors: 1 Panicked and 1 Didn't
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
investing

A Tale of Two Investors: 1 Panicked and 1 Didn't

Two clients' true stories during the last bear market reveal the pitfalls and opportunities that come with investing in uncertain times. Do you see yo…
January 14, 2020
Understanding Interest Rates – and Why You Need to Care
retirement

Understanding Interest Rates – and Why You Need to Care

Here's a primer on why rates rise and fall, how they can affect you and what it could mean for our economy and the stock market.
September 20, 2019
Breaking Down Risk Tolerance
retirement

Breaking Down Risk Tolerance

Whether you're 30 or 60, risk tolerance is an important part of the picture for retirement savers. Here are the basics that all investors should know.
July 18, 2019
Retirement Plans for the Entrepreneur
retirement

Retirement Plans for the Entrepreneur

From Simple IRAs and Solo 401(k)s to SEP IRAs, small businesses have many retirement savings options to choose from. Here are the basics to get starte…
June 11, 2019
How to Start Saving for Your Child's College Education
college

How to Start Saving for Your Child's College Education

It can feel overwhelming, but don't let that stop you, because you really can do it. Start today. Here's how.
March 11, 2019
Annuities: They May Be a Better Option than You Think
retirement

Annuities: They May Be a Better Option than You Think

To approach annuities with an open mind, first take a look at the basic types and how they work.
November 23, 2018
Active vs Passive Investing … Which Path to Take?
investing

Active vs Passive Investing … Which Path to Take?

It comes down to fees and performance, of course, but you need to put a little more thought into the question than just that to make a good decision.
June 22, 2018
The Top 10 Retirement Tips You Can Give Your Millennial
retirement

The Top 10 Retirement Tips You Can Give Your Millennial

If you’re a parent with kids in their 20s or 30s — or any kids at all — you’re probably no stranger to worrying about their future, including their f…
March 13, 2018
The Top 10 Pieces of Retirement Advice You Can Give Your Millennial
retirement

The Top 10 Pieces of Retirement Advice You Can Give Your Millennial

Putting the right foot forward now will make all the difference later. Here's how parents can point their adult children in the right direction.
March 13, 2018
Know Thy Tax Brackets — and How to Manage Them
taxes

Know Thy Tax Brackets — and How to Manage Them

To keep a lid on your tax liability, check where you are on the income tax bracket spectrum. If you're on the brink of bumping into a higher bracket, …
December 7, 2017
Preparing Yourself for a Stock Market Downdraft
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
Markets

Preparing Yourself for a Stock Market Downdraft

The stock market's bull run is over eight years old. Do you know what to do when it ends?
October 24, 2017