fbpx

Category

Company

Information about Catholic United Financial as a not-for-profit fraternal association

Will the SECURE Act affect your charitable giving in 2020? Find out.

How did the SECURE Act change charitable giving?

What changed and what stays the same with Charitable Giving under the SECURE Act of 2020.
Read More
Proposed federal SECURE Act could change everyone's retirement plans

SECURE Act could affect your retirement

If the SECURE Act is passed by Congress, almost everyone will have to revise their retirement plans. Learn how.
Read More
Universal life insurance offers Lifelong financial protection for your family AND an extra-competitive interest rate for your savings to grow

Catholic United universal life insurance for a new generation

Catholic United’s universal life insurance policies are updated to meet the needs of active, longer-living individuals.
Read More
Tax decisions need to be made by Dec. 31st.

Donors should do these things before Dec. 31

Important tax-planning decisions depend on the actions you take before the end of 2019. That’s because Dec. 31 is the deadline for implementing certain strategies that may help.
Read More
Property dictated by a last will and testament

Never count on an inheritance

If you're basing your financial future on the promise of an inheritance, I'd counsel you to consider these scenarios.
Read More
Medicare Supplement Specialist Tara Weiss talks about Medicare Supplement Insurance in this video series

Watch: Medicare Supplement Insurance Explained

Unexpected health issues can drain your retirement. A Medicare supplement policy can ensure you never face the worst case scenario.
Read More

Protect your retirement nest egg with backup insurance to Medicare

Unexpected health issues can drain your retirement. A Medicare supplement policy can ensure you never face the worst case scenario.
Read More
Catholic United Financial Board of Directors

Historic board election complete

First ever election held outside an annual convention is completed with high rate of delegate participation
Read More

Living in a future without you

Three families experience the loss of a spouse and parent before age 40
Read More
1 2 3 7