Financial Education
Stress-Free Downsizing Workshop

Webinar: Stress-Free Downsizing

Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.
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Inflation & Life Insurance: Will You Have Enough?

Learning to factor in the economy to your coverage can help you stay better prepared for the future.
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It's time to think about your IRA contribution maximums

Important tax time reminder

This is a reminder that you still have time to maximize your 2022 IRA contributions, even though it's 2023.
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Legacy Killer: Could This Situation Undermine Your Estate?

If you are one of the 30 percent of Americans who have a will in place, you’re on the right track with your estate plan.
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3 Myths About Life Insurance

Are any of these reasons stopping you from getting the life insurance coverage you need?
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Have You Done Enough to Protect Your Income from Market Downturns?

When the time comes to take income, our annuities can also create a lifetime income stream that can never go down or run out.
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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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