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a path winding through a fantasy-like forest setting

Estate planning doesn’t have to be a fairy tale

Unlike fictions and fairy tales, I would like to tell a TRUE story that is quite common among those we assist with their estate planning. Although this story has somewhat of a sad ending, it reflects the courage and persistence needed to make sure things are in order when life takes a turn.

Young couple look skeptical about saving

The WHY of saving money and planning ahead

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?”

Man pondering his savings paths to retirement Shutterstock

Considering another way to save for retirement? UL delivers.

People are looking for secure vehicles for retirement savings, but low interest rates leave the customer with a tough choice: risk the stomach-churning gamble of the stock market or accept more secure savings tools with rates of return that barely perform. Catholic United has a third choice: Universal Life Insurance.