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These are the most informative and current posts from Catholic United Financial.

John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Do I need health insurance when I’m retired?

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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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Will I have enough?

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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Christmas Seasons Greetings from the Home Office

Merry Christmas and Happy New Year from the staff at the Catholic United Financial Home Office.
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An individual singing paperwork.

You can contribute more to your IRA in 2019

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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Thank a hero this Veterans Day

As we celebrate Veterans Day, we want to honor those who served, laid their life on the line and those who have fallen.
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From the President: Staying alive means something to life insurance companies, and influences new product development.

From the President: Staying Alive

I am talking about something that only a true insurance nerd would get excited about…mortality tables.
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Catholic United Response mobile unit driving down the street.

Disaster Response Deployment Alert – Sept. 29

Catholic United Response will be joining the Cannon Falls Police Department for a coordinated volunteer cleanup taking place Saturday, Sept. 29th
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Raffle Program Coordinator Michelle Clark and radio personality "The Rookie" from ESPN AM 1500 talk reveal the top three performing schools of 2018 on March 7th.

Catholic Schools Raffle gives schools the chance to win big

In addition to keeping every cent they raise selling raffle tickets, the three schools that sell the most tickets per student receive a $3,000 grant from Catholic United Financial!
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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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A QCD is a great way to transfer funds tax-free to charity

Use this creative alternative to increase your charity and gain potential tax advantages

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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