Category Archives: UCCU FG

How Will Working Affect Social Security Benefits?

In a recent survey, 70% of current workers stated they plan to work for pay after retiring. And that possibility raises an interesting question: How will working affect Social Security benefits?  To answer that question requires an understanding of three … Continue reading

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Rollover Your IRA or 401k and Get $50!

Just a reminder, if you rollover your IRA or 401k Accounts today you will get a $50 gift. Visit us at our Riverwoods Branch or call us at 801.223.7502 for more information.  

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Take the First Step – Start Planning Your Financial Future

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Posted in eNEWS Articles, UCCU FG, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

TruStage Insurance Offerings

  Insurance protection is part of a solid financial plan. Dependable coverage helps ensure financial relief when you need it most. TruStage, in partnership with UCCU offers you access to services and resources to help protect you and your family from … Continue reading

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How Will Working Affect Social Security Benefits?

In a recent survey, 70% of current workers stated they plan to work for pay after retiring. And that possibility raises an interesting question: How will working affect Social Security benefits?  To answer that question requires an understanding of three … Continue reading

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Posted in eNEWS Articles, Other, Savings & Investments, UCCU FG, Uncategorized | Tagged , , , , , , , , , , | Leave a comment

Distributions From Retirement Plans

If you’re like many Americans, you’ve been setting aside money for your retirement. Now that you’re near­ing retirement age, it may soon be time to start drawing money from your qualified retirement plans. Withdrawing money from a retirement plan is … Continue reading

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Posted in eNEWS Articles, Savings & Investments, UCCU FG, Uncategorized | Tagged , , , , , , , , , , , | Leave a comment

Retirement Matters

Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time. No matter what your view, there are a number of questions and concerns that … Continue reading

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President's Message November 2014

As the holidays approach and our lives become busy it’s important to enjoy this special time of year. UCCU wishes you the best and we hope you have a safe and delightful holiday season. UCCU Prepares to Offer Apple Pay … Continue reading

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UCCU Financial Group's Medicare Information Event

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Rebalancing Your Portfolio

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?  It may sound counter intuitive, but it may be possible to have too much of a good … Continue reading

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