3 Steps to Make the Most of Your Peak Earning Years

All our lives we work, work, work and hope to retire someday. If you've been putting off planning, there's still time to make the most of your last few earning years.

6 Steps to Establishing an Estate Plan

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.

Be the Boss of Your Finances

Here are five easy ways you can simplify your finances using technology and some rules of thumb

Get Your Church Ready to Borrow

Growth is expensive and requires you to have good financial partners who will help to guide you through the challenges of that growth.

Free Resources to Help Manage Your Money

Getting your finances in order can seem daunting. The good news is there are several free tools and resources online to assist you in getting it sorted out.

Make Your High Deductible More Manageable

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.

Spring Cleaning: 3 Steps to Organizing Your Financial Documents

Organizing your financial documents is not just a spring cleaning project, it's an important step in protecting your information. These three steps will help you get started.

5 Smart Uses for Your Tax Refund

If you have recently received a refund check, consider using it to strengthen your personal balance sheet rather than spending it. Here are five ideas to get you started.

Investment Overview: 1st Quarter 2014

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

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?

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