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Financial Education
Members with hands in a circle

Membership Has Its Benefits

Catholic United Financial membership includes scholarships, assistance grants, workshops and webinars that support education, financial confidence and service.
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Financially Serene

Becoming Financially Serene: Moving Past Worry Toward a Secure Retirement

Retirement savings anxiety is increasingly common, fueled by alarming headlines and constant social media noise. When fear and uncertainty take over, they can trap people in a worry loop that leads to inaction. This article offers practical, calming strategies to help you break that cycle—by taking simple steps to save, invest wisely, and cultivate financial...
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Church Leaders

Becoming a Church Leader

Gabriel R.’s journey to the priesthood illustrates how the Schuler Seminarian Fund supports young men discerning a vocation through education and financial assistance.
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Young Professionals

How a Young Professional Found Peace and Security

Student loans. Big goals. Real responsibility. Martha shares why purchasing life insurance in her 20s helped her protect her family, plan ahead and feel secure in an uncertain world.`
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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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Raffle Fundraiser is a Lifeline for Catholic Education

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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charitable giving webinar webinar

Webinar: Creating a Giving Plan from Life to Legacy

Learn simple ways to transform your charitable giving and the help it can provide your Catholic community.
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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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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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