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Of Charities & IRAs

Charitable giving in the U.S. rose 4.1% last year, reaching an all-time record of $373.25 billion. That’s also a record in inflation-adjusted dollars, reports the Giving USA Foundation.

November 2016 Investment Update

The month of November contained two distinct periods for U.S. investors – pre-election and post-election. Let's take a closer look.

Gift Giving for Those Who Have it All

We all have that person on our holiday list for who simply has it all. Many people in our lives buy themselves exactly what they want whenever they need it. This means that well-meaning gift givers

October 2016 Investment Update

The first reading of third-quarter GDP growth came in above expectations at 2.9%, the strongest growth rate in two years. Firmer exports and rebounds in inventories led the increase, while consumer...

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?

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