Visit our Learning Center for interactive articles on financial wellness including topics on personal finance, insurance and investing basics as well as retirement and wealth management.
Estimate your planning needs with these online tools. Our calculators include cash flow calculators, insurance and annuity calculators, personal finance calculators and more!
Use our qualifying form to help you decide which financial products and tools are best for your age range, interests, and life goals.
Here you will find tips and instructions for what to do when a loved one dies plus a printable instruction booklet "The Facts of My Life: Instructions to My Loved Ones" which contains important information for you to fill out including your biography, family members, financial matters and pre-planned funeral arrangements.
Our Financial Wellness Ebook Series can help you through nearly every stage of your life - from basic tips on insurance basics, curbing credit card debt and saving for retirement to pre-planning needs, basics of annuities, why you need a will and much more.
Here you will find interesting articles about financial products and planning, stories and reflections on faith and Catholic Financial Life's activities in our members' communities.
Catholic Financial Life
1100 West Wells Street
Milwaukee, WI 53233
Hours: (Central Time)
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Help Me Decide
Facts of My Life:
--Instructions to Loved Ones
Financial Wellness Ebook Series