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Featured

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

Portia Young

Trusted Fraternal Life Welcomes Portia Young to Its Board of Director

Trusted Fraternal Life appoints Portia Young, Sargento’s PR Director, to its Board of Directors. Young brings expertise in communications, brand strategy and community service, aiming to advance Trusted Fraternal Life’s mission and impact.
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Author Jean Chatzky

Holistic Approach to Retirement Planning

Jean Chatzky, bestselling author and host of the HerMoney podcast, offers guidance to help you stay on track for a confident retirement.
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KBRA Affirms Trusted Fraternal Life’s ‘A’ Insurance Financial Strength Rating With Stable Outlook

Trusted Fraternal Life, a fraternal benefit society headquartered in Milwaukee, proudly announces that it has maintained its ‘A’ insurance financial strength rating with a Stable Outlook from the Kroll Bond Rating Agency (KBRA), a global, full-service credit rating agency.
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Bearing Tremendous Fruit for the Common Good

For Catholics and non-Catholics alike, report shows that the Church is a partner with the broader community for the common good
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Retirement Means Working When Linda Wants To

Thanks to the strategies she’s put in place for her retirement, with the help of an insurance professional, Linda doesn’t have to work.
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Hundreds of Volunteers Unite for First-Ever Fraternal Celebration

Hundreds of Volunteers Unite in Milwaukee for First-Ever Trusted Fraternal Life Fraternal Celebration
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What You Need to Know About Life Insurance

Life insurance is a simple answer to a difficult question: How will my loved ones manage financially if I were to die? If anyone depends on your income or the unpaid work you do, they would most likely struggle if you were to pass away.
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Start Them Young: Teach Kids About Good Money Habits

Good financial habits should start early in life—from a child’s first lemonade stand to saving his first $20 bill. Being open about money habits with kids can help them grow into financially confident adults who will be equipped to make smart financial decisions.
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Estate Planning for Families with Special Needs

Webinar: Estate Planning for Families with Special Needs

This webinar will explain the use of financial tools that can continue to fund care for special needs children, siblings and family members.
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Practical Financial Strategies When the Market Isn’t Practical

Financial headlines blare from more sources than ever these days. Whether you get your news from an old transistor radio or TikTok, it’s easy to feel overwhelmed by all the opinions about the economy and the capital markets. 
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