Union Bank & Trust

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Recap of Clue: The Musical

Kelly Robare
May 10, 2017
Retiring Your Way
“So now you play our little game of murder. You try your best and play the game to win. No matter if you land on top or bottom, you’ve played it. And now it’s time to play the game again.” –“The Game"

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The Wrong IRA Beneficiary?

Samantha Eckhardt
April 27, 2017
Sometimes mistakes in an estate plan can be repaired after death. Sometimes not.

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Smarter in :90 - Debit Fraud

George Gillaspie
April 20, 2017
Managing Your Money
In this episode, Kate's card is compromised. George lays out how this could have happened, and some steps to help avoid it from happening in the future.

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Private Banking: Meet Jena Palmer

Jena Palmer
April 17, 2017
Growing Your Wealth
My passion for working was instilled within me at a young age. I set up lemonade stands every weekend to refresh the neighbors in the summer heat. I was a diligent Girl Scout cookie seller and I...

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Ask a Trust Officer: IRA Rollovers

Leslie Gibbens
April 11, 2017
Retiring Your Way, Growing Your Wealth, Managing Your Money
Dear Trust Officer: When I retire in about a year, I’m expecting a six-figure distribution from my employer’s 401(k) plan. My retirement turns on what I do with this money...See the response here.

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March 2017 Investment Update

April 05, 2017
Growing Your Wealth
Economic data continues to suggest a solid expansionary backdrop. Most economists are projecting a respectable 2.0%-2.5% GDP growth for the second quarter.

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Current Developments in Retirement Plans

John Nownes
April 05, 2017
Retiring Your Way
With a new Congress and President arriving in Washington, Union Bank & Trust expects 2017 to be a busy year for retirement plan legislation and regulatory action. John Nownes will keep you up to date.

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Smarter in :90 - Two-Step

Nate Gleaves
April 04, 2017
Managing Your Money
Kate is ready to learn how to two-step. Nate fills her in on the benefits of using two-step verification to protect her account from fraudsters.

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Investment Overview: 1st Quarter 2017

Frank Savage CFA
April 03, 2017
Growing Your Wealth
The biggest story: Donald Trump's election. The US economy has already shown signs of life, with the final reading of third quarter GDP checked in at 3.5%, showing the fastest growth in two years...

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Traits of the Healthy & Wealthy

Kellee Krick
April 03, 2017
Retiring Your Way, Growing Your Wealth
Living a long and healthy life is, generally, a much-desired outcome for those saving for retirement. Many believe that wealth can buy you health. So which came first, the chicken or the egg?

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