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Financial Documentation - Should it Stay or Should it Go?

As summer is coming to a close and we are getting ready for the fall, it is a great time of year to think about financial cleaning. Do you know what documents to keep and what you can shred?

A Step (or 10) in the Right Direction

A Step in the Right Direction – 10 Steps to Improve Your Financial Health

Betterment Makes Investing Easy

A new and easy way to invest. If your goal is to save more for the future, or potentially improve your returns, Union Bank & Trust now offers Simply Invest powered by Betterment.

*Requires an automatic payment from a Union Bank checking account. Offer subject to credit approval and may change at any time. Some other restrictions and additional fees may apply. Not available on home equity lines of credit, unsecured lines of credit, mortgage loans or CD loans. Offer valid on 2008 models and newer.

** Insurance products are offered through SWBC and Mercury Insurance Group, non-affiliates of Union Bank & Trust. The approval of an extension of credit may not be conditioned on the purchase of an insurance product from the bank or a subsidiary of the bank. You are free to purchase insurance products from another source.

Insurance Products: Not FDIC Insured — No Bank Guarantee — May Lose Value

Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.