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Product News

Details and developments on the products sold by Catholic United Financial. In our effort to provide our members with products, services and benefits that will contribute to their financial well-being, Catholic United is constantly researching and introducing products that fit this mission. These are stories and announcements of value to our members and potential members.

John Tetzloff, Advanced Case Specialist, provides expert estate planning advice
It's not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
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An individual singing paperwork.
People who want to save for retirement should know the IRS has announced new annual increases to IRA contributions in 2019.
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Save for retirement with our annuities and a new rate.
Does Catholic United's new rate in December 2018 mean a new look at annuities for you?
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Catholic United Financial has products that can assist with every step of life's journey.
Catholic United’s brand journey is, and always has been, about the whole person and their whole life.
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A QCD is a great way to transfer funds tax-free to charity
Life-changing tax reforms have come, and it's time to use them to the advantage of yourself and your favorite charity.
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Father holds son in a tender way
As a parent, I can’t imagine the emotions around dealing with expenses related to a child who has died, or trying to find money for lingering bills while I’m comforting my wife and children.
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Couples need to discuss their Minnesota Medicare supplement insurance options.
Starting Oct. 1, 2018, Minnesota seniors with Cost Plans can begin to shop for new plans, two weeks in advance of the annual enrollment period for all seniors. It is important for people to know their Minnesota Medicare Supplement insurance options.
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Male college graduate with parents. Shutterstock
How do I give the gift of a Roth IRA? Here are six points you should consider before giving such a gift.
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Young couple look skeptical about saving
It’s difficult to make yourself do something if you don’t understand the meaning behind the act. Especially when it comes to the onslaught of retirement and financial planner advice and advertising, there’s one fundamental question that goes unanswered, “WHY?”
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