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
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
Do you know these three personal finance sayings?
What are your options for investing in emerging markets?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How do the markets usually react to elections? Was the 2016 election any different?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”