Union Bank & Trust

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The Fast Track to Successful Student Debt Management

March 05, 2019
Managing Your Money
With so many people managing student loan debt, our friends at U-Fi are here to provide some helpful tips on how best to erase it as soon as possible.

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Kolaches and Concerts: A Day in the Czech Capital | Saturday, April 13, 2019

Kelly Robare
March 05, 2019
Retiring Your Way
This is not your ordinary trip to Wilber, and we promise a day you won’t soon forget. With two concerts, two meals, a wine-tasting and snacks, and kolaches for the road, you won’t find a better value.

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February 2019 Market Recap

March 04, 2019
Growing Your Wealth
Most economic indications from February continued to show strength, allowing financial market participants confidence to push prices higher. All major indices posted positive results...

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What You Need to Know About Filing Gift & Estate Tax Returns

Doug Koenig
February 25, 2019
Growing Your Wealth, Managing Your Money
Have you made substantial gifts of wealth to family members or are you the executor of the estate of a loved one who died recently? If so, you need to know if you must file a gift or estate tax return

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The Importance of Substantiating Your 2018 Charitable Gifts

Leslie Gibbens
February 22, 2019
Growing Your Wealth, Managing Your Money
Donating to charity is a key estate planning strategy for many people. But the IRS could disallow a deduction, even if it’s legitimate, if you fail to follow substantiation requirements...

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January 2019 Market Recap

February 04, 2019
Growing Your Wealth
January financial markets saw either a rebound in optimism or a willingness to bargain-hunt exhibited by investors, leading stocks to one of their strongest Januaries in history...

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As Winter Takes Hold, Here's How to Keep Household Expenses in Check

January 29, 2019
Managing Your Money
Here are some strategies from energy experts for keeping you warm and safe through the winter months, as well as keeping your household budget in line.

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Sudden Impact: When a Spouse Unexpectedly Dies

Doug Koenig
January 22, 2019
Growing Your Wealth, Managing Your Money
What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? As the surviving spouse, you’ll face several tasks and challenges...

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Have You Had Your Annual Estate Plan Checkup?

Leslie Gibbens
January 14, 2019
Growing Your Wealth, Managing Your Money
An annual estate plan checkup is critical to the health of your estate plan. Here are a few key figures for 2018 and 2019 -- they may affect your plan, so let's talk about it!

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December 2018 Market Recap

January 04, 2019
Growing Your Wealth
Financial markets experienced much volatility during the 4th quarter, sending US stocks to their worst year since the 2008 financial crisis. However, current readings continue to suggest a benign...

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