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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...

5 End-of-Year Financial To-Dos

The month of December often whizzes by in a flurry of activity, but it's also a good time to get your finances in order and prepare for the new year. Here are 5 to-dos!

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...

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