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Education

Catholic United provides educational information on financial topics online, in print and in person through our workshops.

John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Will I have enough?

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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The empty seat at the table

Believe in Love Blog post suggesting holiday practices to recognize, embrace and move into healing after the loss of a loved one.
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Holiday hope for the grieving

Believe in Love Blog post about how to honor the grief of those who are missing loved ones during Advent.
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We remember, we celebrate, we believe

Believe in Love Blog post about the impact of the season of All Saints' and All Souls' observances that can help us and others remember and grieve.
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a path winding through a fantasy-like forest setting

Estate planning doesn’t have to be a fairy tale

Unlike fictions and fairy tales, I would like to tell a TRUE story that is quite common among those we assist with their estate planning. Although this story has somewhat of a sad ending, it reflects the courage and persistence needed to make sure things are in order when life takes a turn.
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