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Blog – Company

Catholic United Financial > Blog – Company
Catholic United Financial > Blog – Company
Make tax-smart decisions today to potentially earn a larger return next year

Use your 2018 refund to your advantage in 2019

We’re going to ask you to do something hard. We’re going to ask you to NOT spend your 2018 tax refund on a new car, a vacation or the latest electronic gadget. At this time next year, you’ll be glad you did.
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Members are encouraged to get involved to find lifelong friendships

Time to Engage

One of the great things about seeing people doing good things, is it inspires us to want to do good things too.
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Frigid temps and snow can’t stop students from setting new record Raffle total

Frigid temps and record-breaking snow storms didn't stop students from setting new record Catholic Schools Raffle total in 2019
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From the President: Off on our adventure

Well, here we are, off on our adventure called “2019”! By the time you read this column, we will be hard at work putting the final touches on what will go down as a successful year in 2018. We are well underway with many exciting new initiatives.
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Nominate an outstanding volunteer you know for our award

The Member Engagement department is thrilled to announce a new opportunity to appreciate someone who is amazing: the Volunteer of the Year Award!
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Celebrity Emcee for March 5th Prize Ceremony is Pro-Football Star Matt Birk

Catholic United Financial is excited to announce that Super Bowl Champion and former Minnesota Vikings center Matt Birk will be joining us as the emcee at our Prize Drawing Ceremony on March 5th
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: When do I have to take an RMD?

It's not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Do I need health insurance when I’m retired?

It's not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
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