Your Financial Future
Today’s economic environment presents many challenges. At Ulen & Hogue Financial, our goal is to help guide you through an ever complicated financial world.
Whether you’re facing retirement, need help with your investments, want to save more money, or save for college, we can help you address your most pressing financial questions.
At Ulen & Hogue, our first priority 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 foundation of our success.
Rightsizing for Retirement
What does your home really cost?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
For homeowners who think their property taxes are too high, there are ways to appeal.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some key concepts to understand when investing for retirement
The decision whether to buy or rent a home may have long-term implications.
Have you explored all your options when it comes to managing your taxable income?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate