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Annuity

Annuities help people save for their retirement

Will the SECURE Act affect your charitable giving in 2020? Find out.

How did the SECURE Act change charitable giving?

What changed and what stays the same with Charitable Giving under the SECURE Act of 2020.
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Proposed federal SECURE Act could change everyone's retirement plans

SECURE Act could affect your retirement

If the SECURE Act is passed by Congress, almost everyone will have to revise their retirement plans. Learn how.
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Save for retirement with our annuities and a new rate.

Catholic United announces new annuity 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.

Products for every step of life’s journey from cradle to old age

Catholic United’s brand journey is, and always has been, about the whole person and their whole life.
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Male college graduate with parents. Shutterstock

Think outside the gift box – Giving a Roth IRA to a graduate

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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Guy grabbing for a dollar

Three suggestions on how to spend (or not spend) your tax refund

Our insurance professionals share three insights on the best use of a tax refund.
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