fbpx

Category

Financial Education
Planning for End of Life with Purpose and Peace of Mind Workshop

Webinar: Planning for End of Life with Purpose and Peace of Mind

Attend this workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.
Read More

Why should I review my life insurance policy?

Life is full of changes, and your life insurance policy should reflect those changes. Regularly reviewing your life insurance is essential to confirm that it continues to meet your needs and those of your loved ones.  
Read More

Best Practices to Stay Out of Debt 

When you are in debt, it can feel like an impossible hole to climb out of, and asking for help can be daunting. However, for those struggling with debt, it is crucial to stop creating new debt and focus on paying off existing balances. Emily Ripplinger, Branch Manager of Catholic United Financial Credit Union says,...
Read More
Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial

Webinar: Funding Strategies for Long-term Care

Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build. Our speaker will share how to avoid an asset-depleting “spend down,” and explain four options of funding a long-term care plan.
Read More
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.
Read More

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.
Read More
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.
Read More

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.
Read More
1 2 3

Categories