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.

Smarter in :90 - The First Step to Building a Home

Kate wasn't sure if she needed a mortgage loan or a construction loan to build a Kimye replica house. I was able to explain the difference and get her headed in the right direction.

Be the Boss of Your Finances

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

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.

Building a Home: 3 Things to Look for In a Lender

You know you want a new home, but if you’ve shopped the Lincoln Market lately, you’ve probably noticed that there aren’t as many houses for sale as there typically would be.

Pay Off Debt Sooner With a Balance Transfer

When you have outstanding debt, it can be helpful to consolidate it into one payment by transferring your existing debt to a credit card with a lower rate. 

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