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Ask a Trust Officer: IRA Rollovers

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.

Smarter in :90 - Instant Balance

In this episode, George fills Kate in on the new Instant Balance feature in the UBTgo Mobile App. Kate fills George in on how cool her new Instant Pot cooker is.

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

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...

FAIR Forum Recap: Feb. 7

On Tuesday, February 7,2017, the UBT FAIR Program hosted the first quarterly FAIR Forum of 2017. The title of the seminar was “Making the Most of your Retirement Income.” Nearly fifty attendees...

Financial Management for Single Seniors

Most retirees will be single for some period of time, and most of those singles will be women. Throughout the life cycle, financial planning for singles differs from planning for couples...

Four Tips to Help Prevent Overdrafts

There’s nothing positive about overdrawing your account. It ranks right up there with having cavities filled. Both cost money and time to fix. How do you prevent overdrafts? Like cavities, it takes da

Private Banking Team: Meet Amy Brown

Amy Brown is an invaluable member of the Private Banking team, building relationships and serving as your single point of contact for all your financial needs.

3 Things to Say "Yes" to This Year

As we struggle through our day-to-day routines, it can feel like we’re stuck in a wheel of negativity. Get out of this slump by saying yes more often. Read on for three things to say “yes!” to.

8 Money Tips for College Grads

Whether you’re in school, or started your career, it is always important to have your finances in order. It will give you a greater peace of mind and give you more opportunities in the future.

We All Make Mistakes

As we get older, our financial priorities tend to evolve and change. People in their 20s have different priorities for budgeting their money as opposed to someone in their 40s, and so on.

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