Financial tools
Before you make a big financial decision, run the numbers. Whether you're saving for a rainy day, planning for retirement, or looking for a loan that fits you perfectly, we have the tools for nearly every type of personal finance situation you'll encounter. We're happy to provide the products and services you need.
Powerful and easy to use tools
Auto loans
Explore different ways to buy a vehicle and the steps you can take to apply for a auto loan.
Auto loans
Creating a budget
Learn strategies, tips, and tools to stick to your budget and achieve your financial goals.
Creating a budget
Building emergency savings
Learn how to set aside money for emergency expenses so that you are prepared for the unexpected.
Building emergency savings
Shopping for insurance
Learn what to consider and how to avoid bad deals when shopping for insurance.
Shopping for insurance
Saving for college
Discover different ways to save and pay for college.
Saving for college
Mortgage refinance
Get an idea of how refinancing your mortgage could help you save money monthly or over the term of your home loan.
Mortgage refinance
Debt Management
Climbing out of debt takes having a plan. Learn how to use your budget to pay off your debt.
Debt Management
Healthy financial habits
Learn more about how you can develop the healthy financial habits needed for financial well-being.
Healthy financial habits
Sustainable investing
Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio.
Sustainable investing
Maximizing retirement savings
Estimate how your lifestyle choices in retirement, compared to your current lifestyle, may affect your expenses.
Maximizing retirement savings
Planning for retirement expenses
Explore retirement savings options to help you set aside money for your future financial security.
Planning for retirement expenses
Wealth transfer
Learn more about the ways wealth can be transferred.
Wealth transfer
Family budgeting
Learn more about how you can create budgeting solutions for you and your family.
Family budgeting
We have the answers to your questions.
Yes, UCU provides tailored financial solutions for students, educators, and university staff, including loans, scholarships, and special savings plans.
Yes, UCU offers retirement planning through University Investment Services, IRA accounts, savings strategies, and access to financial advisors to help members prepare for a secure retirement.
The more you know, the better prepared you are to make great choices for yourself and your family.
Gain a wealth of knowledge on subjects such as 529 plans, college financing, mortgages, and estate planning.
From membership and loan applications to direct deposit and stop payments, our forms are conveniently available online.
