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Common 401(k) Mistakes

This podcast highlights some of the most common mistakes we make with our 401(k)s, and how to avoid them.

Women & Finances

While all investors should develop a system which helps them organize, analyze, and plan their finances, the comprehensive financial planning needs of women can be unique.

Who Will Settle Your Estate?

Have you considered what your personal representative (executor) will be required to do? Winding up the financial affairs of any individual’s lifetime is not a simple process.

Wills: the Opportunity of a Lifetime

Don't let someone else decide how you want your assets distributed at death. Establish a will to ensure your plans are carried out. We can help.

Don't Delay Your Estate Plan!

Are you are a young professional?  Do you have young children or are you expecting them? If so, now is the perfect time to create your first basic estate plan.

Counterfeit Check Scam

If you can answer YES to any of the following questions, you MAY have been the victim of a counterfeit scam, which is targeting Internet and Chat Room participants.

Phishing Attacks May Target Online Banking Services

If you receive an e-mail or text asking you to enter your Union Bank Online Banking credentials, please delete this message.

Ask UIMG: Domestic & International Equities

With the stock portion of my 401(k) investments what percentage do you suggest be invested in domestic equities and what percentage in international equities?

Returns/Refunds In an HSA

If you debit your HSA and end up having to return all or part of the original purchase, the amount that is credited back into your account is considered a contribution. What should you do?

HSA After Age 65

What should you do with your HSA after age 65? If you remain enrolled in the Qualified High Deductible Health Plan, you continue to use the HSA exactly as you did in the past.

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