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Smarter in :90 - Flexible Ways to Accept Payments

In this episode, Jan brings Kate up to speed on how her budding business can accept payments utilizing the Clover system from UBT. Kate's so impressed, she gives Jan a big hug.

Lighten Your Load with a Mobile Wallet

If you’re not familiar, mobile wallets allow you to load participating Visa debit and credit cards into your phone. These cards then can be used to pay at cash registers and in participating apps...

Smarter in :90 - Clover Apps

In this episode, Jan brings Kate up to speed on how her budding business can track inventory by utilizing apps that run on her Clover system from UBT.

Estate & Gift Taxes in 2017

The amount exempt from the federal estate tax goes up to $5.49 million per decedent on January 1, 2017, an adjustment for 2016 inflation.

Private Banking Team: Meet Tyler Hunt

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

Why I am Never Ordering Checks Again

Checks have been on the decline ever since I opened my first bank account in 2003 when I was 15 years old (ordering four boxes of Disney Princess castle checks was a decision that would haunt me...

Holiday Budgeting: 6 Easy Tips

Now is a great time to make holiday shopping lists and budget for those items. The earlier we start making a holiday budget the better — don’t get stuck paying for those expenses 6 months from now.

Safe Holiday Shopping

The holiday season is a time filled with happiness and celebration, but it's also a time to take extra precautions for your personal and financial security. Here are some things to keep in mind.

IRA Required Minimum Distributions

Saving is easier when there is a tax deduction for it, which helps explain the popularity of the traditional IRA. But there's more to consider. Let's take a look.

Smarter in :90 - The Secure Way to Pay Friends & Family

Checks, cash, bitcoin, Snapcash, Venmo. There's a lot of different ways to pay someone back. Kate shares with Nicole why UBT's person-to-person payment option, Popmoney, is easier than the rest.

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