Broker Check
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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.


We create strategies tailored to your goals.

Learn more


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

Learn more


We enjoy building trusted relationships that span generations.

Learn more

Helpful Content

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.


Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow