6/3/2022 Bank Grandson https://www.ubt.com/neighbor/bank-grandson Chase at UBT acted quick to help prevent a 92-year-old customer from being scammed out of $20,000. Read More Personal
6/6/2022 Estate planning and business succession planning: The lines blur with a family business https://www.ubt.com/learning-center/blogs/estate-planning-and-business-succession-planning-lines-blur-family-business Transferring a family business to the next generation requires a delicate balancing act. Read More PersonalEstate Planning
3/16/2023 7 steps to savvy financial planning https://www.ubt.com/learning-center/blogs/7-steps-savvy-financial-planning Learn how financial planning can help you be efficient with your money to reach your financial goals and build a better retirement savings. Read More PersonalManaging Your MoneyFinancial Planning
6/5/2023 10 mistakes new business owners should avoid https://www.ubt.com/learning-center/blogs/10-mistakes-new-business-owners-should-avoid Avoid these 10 common mistakes when starting and running a small business. Read More PersonalRunning a BusinessSmall Business
6/16/2022 Which retirement plan is right for your business? https://www.ubt.com/learning-center/blogs/which-retirement-plan-right-your-business Choosing the right retirement plan for your business is not one size fits all. Learn more about what to consider when choosing a plan. Read More BusinessRetirementRetirement Plans
6/21/2022 4 estate planning documents your college-aged child should have https://www.ubt.com/learning-center/blogs/4-estate-planning-documents-your-college-aged-child-should-have If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor. Read More PersonalEstate Planning
6/22/2022 Neighbor https://www.ubt.com/neighbor At UBT, we love the communities we serve, and we love building them right along with you. Learn more about what it means to choose a bank that cares. Read More Personal
7/25/2022 Retirement plans: Why choosing local matters https://www.ubt.com/learning-center/blogs/retirement-plans-why-choosing-local-matters When your retirement plan is administered locally, your participants will be calling and chatting with someone who lives and works in the same community. Read More BusinessRetirementRetirement Plan Sponsor
6/27/2022 Determined Performance https://www.ubt.com/neighbor/determined-performance Stacia Thiesen, a Small Business Expert at UBT, helped DSP Performance get up and running in 2019 and survive the pandemic in 2020. Read More Personal
6/27/2022 A Family’s Safety Plan https://www.ubt.com/neighbor/familys-safety-plan A woman attending UNL identified the UBT branch in the student union as a safe space for her 12-year-old daughter should she ever need help. Read More Personal
