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Traits of the Healthy & Wealthy

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?

5 End-of-Year Financial To-Dos

The month of December often whizzes by in a flurry of activity, but it's also a good time to get your finances in order and prepare for the new year. Here are 5 to-dos!

Election Reality

The first Presidential debate between Hillary Clinton and Donald Trump set a viewership record. Somehow, the 2016 Presidential election has felt unusually consequential, with emotions running high...

Are you ready for RETIREMENT?

If not, or you’re not sure, attend one of the “Retirement Review Seminars” offered by UBT Retirement Plan Services. These seminars have been available since 2011 for our plan participants. Each. . .

Time to Simplify, Simplify, Simplify

Chances are you’ve just finished up your tax return for 2014. If you are like every other American taxpayer, you wonder how it could be any more confusing. There are all kind of exceptions...

Ask the Expert: Retirement Rollovers

Do I have to roll my retirement fund into an IRA when I retire? If I do move my retirement dollars to an IRA should I have someone manage my account?

Have you saved enough for the retirement you envision?

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?

Staying on Course: Investing for the Long Haul

You need to plan, stay on course and focus on your destination, even though the destination is sometimes 20, 30, or even 40 years away. Here's an action plan to get you there.

3 Steps to Growing & Preserving Your Wealth

Growing and preserving your wealth should be an ongoing priority. These three steps will help you secure your financial future.

Your Retirement: A Look at the Numbers

Trying to put a number on the total nest egg you need for retirement can be a daunting task, but these benchmarks can provide some ballpark figures to get you thinking.