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Smarter in :90 - Flexible Ways to Accept Payments

Jan Sheridan
December 19, 2016
Managing Your Money
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.

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Lighten Your Load with a Mobile Wallet

Kate Stous
December 15, 2016
Managing Your Money
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...

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Smarter in :90 - Clover Apps

Jan Sheridan
December 14, 2016
Managing Your Money
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.

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Estate & Gift Taxes in 2017

Leslie Gibbens
December 09, 2016
Growing Your Wealth, Managing Your Money
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.

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Private Banking Team: Meet Tyler Hunt

Tyler Hunt
December 08, 2016
Growing Your Wealth, Managing Your Money
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.

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Why I am Never Ordering Checks Again

Kate Stous
December 06, 2016
Managing Your Money
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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5 End-of-Year Financial To-Dos

Kellee Krick
December 06, 2016
Growing Your Wealth
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!

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Of Charities & IRAs

Brian Benge
December 06, 2016
Growing Your Wealth
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.

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November 2016 Investment Update

December 06, 2016
Growing Your Wealth
The month of November contained two distinct periods for U.S. investors – pre-election and post-election. Let's take a closer look.

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Gift Giving for Those Who Have it All

November 16, 2016
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

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