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
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
A few strategies that may help you prepare for the cost of higher education.
Good employee health can be great for the company’s bottom line.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There are things about Social Security that might surprise you.
A change in your mindset during retirement may drive changes to your portfolio.
Technology tips to make your next trip even better.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Recent changes in estate tax laws could affect the strategy you have in place.
How do the markets usually react to elections? Was the 2016 election any different?
Why are 401(k) plans, annuities, and IRAs so popular?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.