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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...

Plug into a Strong Digital Connection with the Grandkids - No Matter the Distance

Bonding with grandchildren is a challenge whether across town or across the country. Today’s grandparents have a special incentive to adapt to technology in order to stay in touch with their families

Inheritance Planning for Adult and Minor Children

Now more than ever, a family fortune is something to be protected and nurtured. What is the answer? For many families, Trusts. Let's take a look.

9 Tips to Prevent Identity Theft

Your identity is one of the most valuable things you own. It is important to protect it. Identity Theft is a crime where someone steals your personal information to commit fraud. Someone using . . .

Setting a New Course for Retirement

The full retirement age has changed over the years. With the push back in age, retirement just isn’t what it used to be. Today, it’s a whole new adventure.

Clinton v. Trump on Estate Taxes

The federal estate tax has remained unchanged since 2012, giving estate planners and their clients time to adjust to the permanent larger exemption and the portability of the exemption between spouses

August 2016 Investment Update

While second-quarter GDP growth was revised downward from 1.2% to 1.1%, economic data reported in August was solid with several indicators pointing to a strengthening economy in the third quarter...

Introducing Journey

Journey is UBT's fresh approach to giving you more of what you need. Enjoy greater flexibility, choices, and control to help you manage your finances for whatever's next in your life.

Millennials: Tougher Road to Retirement than Parents?

When it comes to saving for retirement, many factors may contribute to Millennials needing to save more, or longer, than their parents did. But time is on your side! Let's take a look.

Brexit fallout

July 1—One thing is certain about financial markets—investors hate uncertainty. They hate being surprised. And the biggest surprise of the quarter just ended was the decision by a slim . . .

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