The Team Members of Union Financial, Inc. know planning for retirement can be a challenge.  We have a dedicated team that is set up to assist union brothers and sisters in planning for their retirement and the unexpected along the way.  Union Financial is organized under IBEW Local 965 and we have an intimate knowledge of the benefits that are provided through your locals.  We take pride in making sure everything is done right the first time.  By working with the companies of the Principal Financial Group®, we are able to help union members find a financial strategy that fits their needs and budget.  We work dilligently to make sure all clients, no matter their needs, are taken care of in an honest and professional manner.

 

 

                                                                 

 

 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

More Newsletters →