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April 2018 Market Recap

First quarter real GDP growth came in at a respectable 2.3%, easing slightly from the robust growth experienced in 2017. Markets have experienced heightened volatility so far in 2018 compared to 2017.

4 Estate Planning Techniques for Blended Families

It’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death.

Fast Track Your Retirement!

The year is off to a fast start, but is your retirement plan? To get your retirement plan on the fast track you need to consider increasing your deferral percentage.

Budget Act Makes Changes to Hardship Distribution Rules

Although last year’s sweeping tax reform law left the retirement plan provisions largely untouched, the recent budget deal made significant changes to the hardship distribution rules.

March 2018 Market Recap

Financial markets experienced a volatile opening quarter of 2018, however the underlying economic conditions appear to remain robust according to recent releases.

Community Spotlight: Child Advocacy Center

Each quarter, Union Bank's Community Involvement Committee will highlight a local nonprofit. This quarter the spotlight is on the Child Advocacy Center.

Investment Overview: 1st Quarter 2018

Financial markets experienced a volatile opening quarter of 2018, however the underlying economic conditions appear to remain robust according to recent releases.

IRA Rollover Deadline Waiver

If you receive a distribution from an employer plan (such as when you change jobs or retire) and you don’t roll over the funds into an IRA or new plan within 60 days, you can lose these benefits.

Power of Attorney Abuse: What to Do?

A financial power of attorney can be a valuable estate planning tool, but is susceptible to abuse by scam artists, dishonest caretakers, or greedy relatives. Here's what to do.

5 Estate Planning Tips for the Sandwich Generation

The “sandwich generation” are people who find themselves caring for both their children and their parents at the same time. In some cases, this includes providing parents with financial support.

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