Setting a New Course for Retirement

The full retirement age has changed over the years. With the push back in age, retirement just isn’t what it used to be. Today, it’s a whole new adventure.

Clinton v. Trump on Estate Taxes

The federal estate tax has remained unchanged since 2012, giving estate planners and their clients time to adjust to the permanent larger exemption and the portability of the exemption between spouses

August 2016 Investment Update

While second-quarter GDP growth was revised downward from 1.2% to 1.1%, economic data reported in August was solid with several indicators pointing to a strengthening economy in the third quarter...

Introducing Journey

Journey is UBT's fresh approach to giving you more of what you need. Enjoy greater flexibility, choices, and control to help you manage your finances for whatever's next in your life.

Millennials: Tougher Road to Retirement than Parents?

When it comes to saving for retirement, many factors may contribute to Millennials needing to save more, or longer, than their parents did. But time is on your side! Let's take a look.

Brexit fallout

July 1—One thing is certain about financial markets—investors hate uncertainty. They hate being surprised. And the biggest surprise of the quarter just ended was the decision by a slim . . .

July 2016 Investment Update

The U.S. economy continues to muddle through, with the first reading of 2nd quarter GDP coming in at a disappointing 1.2%. This was only slightly above the first quarter’s revised rate of . . .

Are You One of the Lucky Ones?

When it comes to retirement savings, many Americans haven't saved enough, or don't even have the means to do so. Are you one of the lucky ones?

Smarter in :90 - Documents Needed for a Home Loan

If you've ever gotten a home loan, you can commiserate with Kate. In this video, I help clear up the confusion and give Kate some tips to help her bring the right documents. . .

Smarter in :90 - Know Before You Owe

Kate wants to get a home loan fast. A new process required by the Consumer Protection Bureau adds some additional steps to securing a mortgage. But there are some great benefits to Kate. Watch . . .

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