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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

Simply Invest Powered by Betterment

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.

*Minimum consumer loan amount of $5,000 in new money. 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 through May 31, 2014.

** 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