Last Chance to Fund Your 2014 HSA & IRA

If you haven’t maxed out your contributions to your HSAs and/or IRAs for 2014, there is still time to top them off! We’ll help you make sure you’re taking full advantage of these accounts.

Ask the Expert: Retirement Rollovers

Do I have to roll my retirement fund into an IRA when I retire? If I do move my retirement dollars to an IRA should I have someone manage my account?

Don't Set and Forget - Increase your Contribution this year!

One of the best ways to increase the odds of a comfortable retirement is investing in your retirement plan.

Smarter in :90 - Get the Right Investment Mix

Kate has her future in her mind. She knows what kind of life she wants. But she didn't know how to get there.

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.

Smarter in :90 - The Easiest Way to Cash in on Bonus Money

Kate had heard about her employer's 401(k) match program, but 3% just didn't sound like all that much. Watch and see the example that turned her into a believer.

Smarter in :90 Get More by Saving Less

Union Bank & Trust's Retirement expert Nicole teaches Kate how she can end up with more in her account at retirement by saving less. Take 90 seconds and learn about this powerful tool.

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?

Staying on Course: Investing for the Long Haul

You need to plan, stay on course and focus on your destination, even though the destination is sometimes 20, 30, or even 40 years away. Here's an action plan to get you there.

Your Retirement Game Plan

This podcast discusses the importance of making a game plan for the retirement you desire, then sticking to it to ensure your long-term success.

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