Your Financial Future
Today's economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends. Whether you are facing retirement - or looking to better understand certain investment ideas - we can help you address your most pressing money questions.
Our first priority at the UCCU Financial Group is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Most importantly, we hope you see the value of working with conveniently located advisors at UCCU who have an unwavering commitment to the highest professional standards.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Office: (801) 223-7502
Fax: (801) 609-2628
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A four-step framework for building a personal legacy.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
One way to find money is to examine your current spending habits and eliminate money wasters.
The item most homeowners forget on their home improvement project checklist is insurance.
Healthy habits are one of the greatest gifts to give your child.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
When should you take your Social Security benefit?
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.