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Financial Education

Problem Solvers Crack the Toughest Cases

Catholic United Financial leadership recently promoted three of our Sales Representatives to the position of Advanced Case Specialist.
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Advanced Case Specialists: Who do they help and how

Video: If a financial situation is complex, Catholic United Members can call on an expert
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Inflation Creates Financial Headaches: Now What?

Catholic United Financial Sales Representatives offer ideas to help every age combat inflation.
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Do You Have a Plan for Long-Term Care?

More than two-thirds of people over age 65 will need some type of long-term care. How do you fund a plan? Long term care insurance? Self funding? Learn your options.
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2021 Financial Holiday Gift Guide

From youth term life insurance to charity donations, these are the gifts that keep on giving.
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How Your Child’s Debt Can Affect You

Although you may be very capable of managing your own debts, have you considered the impact of your children’s debts on you?
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Make tax-smart decisions today to potentially earn a larger return next year

Use your 2018 refund to your advantage in 2019

We’re going to ask you to do something hard. We’re going to ask you to NOT spend your 2018 tax refund on a new car, a vacation or the latest electronic gadget. At this time next year, you’ll be glad you did.
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