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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 Investment Update

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.

Charitable Tax Deductions & IRS Rules

If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that goal and benefit your favorite organizations...

Why a Home Equity Line of Credit?

If you've been in your home a while and built up some equity (your home’s market value less your mortgage balance), it can be smart to use that equity to pay for home improvements or other needs.

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