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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.

Assess Your Retirement Situation at Any Age

The coming of the new year is a time for us to celebrate our blessings in life, but it's also the perfect time to take a look at your financial and retirement situation. Here's a generational look.

Protecting Personal Information and Accounts

Now that the holiday season has come and gone, the gifts have been exchanged and the bills are now arriving. Most of us are very diligent in checking our credit card statements to make sure that all

Retirement Resolutions You Won't Be Tempted to Break

It’s the beginning of a New Year, and while you are considering your array of options for New Year’s resolutions, don’t forget that it’s the perfect time to reflect upon your personal finances too.

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...

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