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Home Office Deductions: The Easy Way & Hard Way

May 11, 2017
Managing Your Money
Beginning in the 2013 tax year, the IRS gave taxpayers a choice when it comes to home office deductions. To avoid the necessity of detailed recordkeeping, a new “safe harbor” deduction was created...

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Ask a Trust Officer: Tapping Retirement to Pay for College

May 11, 2017
Retiring Your Way, Growing Your Wealth, Managing Your Money
Dear Trust Officer: Should I withdraw or borrow from my 401(k) plan to help pay for my child’s college expenses? See the response here.

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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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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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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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How to Set a Remodeling Budget - And Stick to It!

Brian Nelson
March 14, 2017
Managing Your Money
You’ve scoured Pinterest and saved enough home improvement pins to remodel every home on your block. Collecting ideas can be fun, but making them a reality? There's some work and expense to it...

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February 2017 Investment Update

March 07, 2017
Growing Your Wealth
U.S. markets moved markedly higher in February, with all three major indices recording gains of more than 5% since the beginning of the year...

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