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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.


Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest, we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

How to Make the Tax Code Work for You

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.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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