Confronting the Unknown

Family vacations, kids’ sporting events, concerts, festivals and many other summer activities are in full swing. With so much happening during the summer months, it’s easy to over-spend. . .

Time to Simplify, Simplify, Simplify

Chances are you’ve just finished up your tax return for 2014. If you are like every other American taxpayer, you wonder how it could be any more confusing. There are all kind of exceptions...

Sort & Organize Your Personal Files

Spring is a great time of year to not only clean and organize your closets, but also to organize your personal files. You will need a personal inventory to ensure all your financial records are safe..

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.

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