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.
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
Taking regular, periodic withdrawals during retirement can be quite problematic.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The federal government requires deceased individuals to file a final income tax return.
Learn when it may not make sense to file a claim on your home insurance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A letter of instruction provides additional and more personal information regarding your estate.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations? Here are three tips.
With alternative investments, it’s critical to sort through the complexity.