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6 Steps to Establishing an Estate Plan

Leslie Gibbens
June 10, 2014
Managing Your Money
Many are overwhelmed at the thought of getting a plan in place. It is a process that takes some commitment and perseverance. Here are six steps to getting a solid plan in place.

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Smarter in :90 - The First Step to Building a Home

Jason Firestone
June 05, 2014
Managing Your Money
Kate wasn't sure if she needed a mortgage loan or a construction loan to build a Kimye replica house. I was able to explain the difference and get her headed in the right direction.

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Smarter in :90 - Protect Your Business from Fraudsters

Jan Sheridan
June 05, 2014
Building Your Business
It can be overwhelming to think about all the different ways fraudsters are attacking businesses today. Watch the video to hear how you can put a plan in place to prevent loss.

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Get Your Church Ready to Borrow

Charity Kuehn
May 15, 2014
Community Commitment
Growth is expensive and requires you to have good financial partners who will help to guide you through the challenges of that growth.

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Make Your High Deductible More Manageable

Donna Crownover
May 01, 2014
Managing Your Money
Are you one of the millions of Americans who recently enrolled in a Qualified High Deductible Health Plan through The Exchange? An HSA account may be the perfect complement.

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Smarter in :90 - The Easiest Way to Cash in on Bonus Money

Stacy Gutschenritter
April 21, 2014
Retiring Your Way
Kate had heard about her employer's 401(k) match program, but 3% just didn't sound like all that much. Watch and see the example that turned her into a believer.

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Smarter in :90 Get More by Saving Less

Nicole Sweigard
April 15, 2014
Retiring Your Way
Union Bank & Trust's Retirement expert Nicole teaches Kate how she can end up with more in her account at retirement by saving less. Take 90 seconds and learn about this powerful tool.

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Investment Overview: 1st Quarter 2014

Frank W. Savage, CFA
April 01, 2014
Growing Your Wealth, Managing Your Money

The Investment Overview newsletter is published quarterly by the Union Investment Management Group of Union Bank & Trust.

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Have you saved enough for the retirement you envision?

March 26, 2014
Retiring Your Way
Okay, imagine yourself at age 65. What is your life like? Are you filling your passport with stamps? Are you a regular at the diner down the street? Maybe you’re turning a hobby into a second career?

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Building a Home: 3 Things to Look for In a Lender

Jason Firestone
March 13, 2014
Managing Your Money

You know you want a new home, but if you’ve shopped the Lincoln Market lately, you’ve probably noticed that there aren’t as many houses for sale as there typically would be.

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