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.

Choosing Your Trustee

When you create a trust, either now or to take effect under your will, whom do you want to choose as your trustee? Here are some things to consider.

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.

Identity Theft and How to Protect Yourself

Identity Theft - What is it? What are the Warning Signs? How to Protect Yourself?

Investment Overview: 3rd Quarter 2016

The U.S. economy continues to grow at a steady, albeit a very slow, pace. First quarter real GDP grew at 0.8%, followed by second quarter growth of 1.4%. This continues a string of very slow . . .

September 2016 Investment Update

Third-quarter real GDP appears likely to have accelerated slightly and is expected to come in around 2.5%. The apparent uptick in growth is a welcome sign, following first-quarter real GDP growth. . .

Retirement Birthday Milestones

Birthdays are a time to celebrate, but they're also a great time to think about your financial picture — your retirement savings in particular. Here are a few things for each generation to consider.

Election Reality

The first Presidential debate between Hillary Clinton and Donald Trump set a viewership record. Somehow, the 2016 Presidential election has felt unusually consequential, with emotions running high...

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