Union Bank & Trust

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Choosing the UBT Checking Account That Fits You

July 16, 2019
Managing Your Money
Most people don’t re-evaluate their checking account for nearly 20 years after opening it. Why not? Let's take a look at the UBT accounts and see which one fits you best.

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They Said It (and we appreciate it)

July 16, 2019
Managing Your Money
If you're looking for a bank with complete products and services for families and businesses, you're in the right place. But rather than tell you about it ourselves, here are words from our customers.

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Sentimental Value Matters in Your Estate Plan, Too

Doug Koenig
July 10, 2019
Growing Your Wealth
When planning your estate, you’re likely focused on major assets like real estate, but it's also important to "sweat the small stuff" that may hold great sentimental value to your heirs...

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Key Ages On Your Path to Retirement

Geoff Langenberg
July 09, 2019
Retiring Your Way, Managing Your Money
As life's events pass and we find ourselves approaching the midpoint or later stages of our career, there are key ages to remember on our path to retirement. Let's take a look.

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House Passes SECURE Act; DOL Releases Regulatory Agenda

John Nownes
July 09, 2019
Retiring Your Way
The House of Representatives passed the SECURE Act by a vote of 417-3, showing bipartisan support for meaningful retirement reform. Significant changes the Act would make are highlighted here...

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Investment Overview: 2nd Quarter 2019

Daniel Frost
July 02, 2019
Growing Your Wealth
The month of April followed through on momentum experienced Q1 2019 as strong reports, including a surprisingly robust 3.2% GDP growth number, had markets feeling like the spring weather...

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June 2019 Market Recap

July 01, 2019
Growing Your Wealth
The US economy continued to show strength throughout the month of June. Still, uncertainty about trade policies and Federal Reserve interest rate policy dominated the minds of investors...

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4 Negative Outcomes of Joint Property Ownership

Leslie Gibbens
June 29, 2019
Growing Your Wealth
A common estate planning mistake that people make is to own property jointly with an adult child or other family member. Here are 4 possible negative consequences...

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A Divorce Should Include an Estate Plan Review

Doug Koenig
June 25, 2019
Growing Your Wealth
If you’re divorcing or recently divorced, it’s important to review your estate plan quickly, for two reasons. First, you may wish to revise your plan immediately to prevent your spouse from...

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Getting to Know HBS: Tammy Thimgan - Team Lead/Tax Guru

June 12, 2019
Managing Your Money

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