CUI Wealth Management

Are you coming to the Social Security Webinar on April 9th at 12 PM MST?! 🥳

We have already seen RSVPs coming in, but there’s still time to sign up!

As a reminder, below are the event details.

Date: April 9, 2026
Time: 12-1 PM MST
Location: https://us06web.zoom.us/webinar/register/WN_yZ1DYRZHRSCG64ea9dIFoQ #/registration

Looking forward to seeing you all there! 🥳

This spring, make sure your 401(k) plan is growing with your business.

As your business evolves, your workplace retirement plan should evolve with it. An annual review can help ensure contributions, employer-match structures, and plan features are still aligned with your goals.

If your organization is considering updates or simply wants a spring check-in, our team is here to help. Give us a call today.

Now that 2026 is well underway, we wanted to share a reminder about 401(k) benchmarking with employers.

In measuring your plan against peers in your industry, benchmarking offers helpful context as you consider your options for next year. And while it might seem early to be thinking about your 2027 plans, starting the process now can help ensure there is ample runway to act on improvements.

If you’re interested in starting the process or have questions, give us a call. We’re here to help make sure your plan is working hard for both you and your team.

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

Join us on April 9th at 12:00 PM MST for our Why Social Security Matters webinar, hosted in partnership with Nuveen. We’ll cover key strategies to help you make informed decisions about your Social Security benefits. Save your spot and empower your retirement planning!

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affecting household budgets: shrinkflation. Swipe through for a breakdown of how they differ and how each is felt in everyday life.

We hope this breakdown is helpful. If you have questions about your overall financial strategy, don’t hesitate to reach out. We can help you evaluate your current strategy and make adjustments where needed.

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

Are you coming to "Plan Sponsor Attitudes: What Sponsors Want Now Webinar" on February 19th at 12PM MST?! 🥳

We have already seen RSVPs coming in, but there’s still time to sign up!

As a reminder, below are the event details.

Date: February 19th, 2026
Time: 12:00 PM MST
Location: Zoom
RSVP here: https://us06web.zoom.us/webinar/register/4017670259638/WN_QNgh3h6HR1qNor3giqdr0w #/registration

Looking forward to seeing you all there! 🥳

We are excited to invite you all to an incredible event: Plan Sponsor Attitudes: What Sponsors Want Now Webinar ! 👏📅

Mark your calendars for 2/19/2026 at 12:00 PM MST .

You can also learn more and register directly at https://us06web.zoom.us/webinar/register/4017670259638/WN_QNgh3h6HR1qNor3giqdr0w #/registration.

Looking forward to seeing you all at the Plan Sponsor Attitudes: What Sponsors Want Now Webinar ! 🥳

Last week, U.S. markets whipsawed through the shortened week as tariff threats and business surveys shifted expectations for growth and Federal Reserve policy. Swipe through for more insights.

As always, reach out to our team with any questions or needs. We are here as a resource for you.