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Featured

These are the most informative and current posts from Catholic United Financial.

Gather4Good volunteers assemble kits on May 6th in Medford, WI.
The 2018 Gather4Good goal is to pack 8,000 personal care kits in a single year, which will be a record for the program if volunteers can make it happen. So far, 2,000 kits have been packed with 6,000 to go.
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a path winding through a fantasy-like forest setting
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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Male college graduate with parents
How do I give the gift of a Roth IRA? Here are six points you should consider before giving such a gift.
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Master Sergeant Michael C. Fastner reports for duty aboard the USNS General Daniel I. Sultan in Seattle, Wash. He would not be on U.S. soil again for 61 years
An American solider is brought home after 60 years. This story was originally published in the Nov/Dec edition of Our Catholic Journey magazine and reprinted here in honor of Memorial Day, May 28, 2018.
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Summer cartoon guy reclining
The spring season is slipping by. Get the hard work of spring financial cleaning done now to free your summer of financial worries.
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Catholic United Financial was proud to partner with Abria Pregnancy Resources Center of St. Paul by supporting their Family Fun Run/Walk & 5K on Mother’s Day weekend.
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Young couple look skeptical about saving
It’s difficult to make yourself do something if you don’t understand the meaning behind the act. Especially when it comes to the onslaught of retirement and financial planner advice and advertising, there’s one fundamental question that goes unanswered, “WHY?”
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Scissors cutting a piece of paper that says "Rules"
If you are like most of us, you recently finished filing your taxes for 2017. The old rules were still in play, so the effects of your charitable giving were probably well known to you. But now as you look toward filing your 2018 taxes, all the rules have changed.
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Man pondering his savings paths to retirement
People are looking for secure vehicles for retirement savings, but low interest rates leave the customer with a tough choice: risk the stomach-churning gamble of the stock market or accept more secure savings tools with rates of return that barely perform. Catholic United has a third choice: Universal Life Insurance.
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Guy grabbing for a dollar
Our insurance professionals share three insights on the best use of a tax refund.
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