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 Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Around the country, attitudes about retirement are shifting.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Even if you’re young and single, you should still consider protecting yourself.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.