9/20/2021 Omnify Employee Benefits Testimonials https://www.ubt.com/business/employee-benefits/omnify-employee-benefits/testimonials See what current clients of Omnify Health Benefits have to say about the service. Read More Business
9/24/2021 Is your power of attorney for property powerful enough? https://www.ubt.com/learning-center/blogs/your-power-attorney-property-powerful-enough Revisit your estate plan to ensure the power of attorney is still relevant, timely, and actionable. Read More PersonalEstate PlanningTrusts
9/27/2021 The importance of health savings accounts https://www.ubt.com/learning-center/blogs/importance-health-savings-accounts Learn how a Health Savings Account (HSA) can be an effective and flexible tool to bring down your health care costs. Read More PersonalManaging Your MoneyHSAHealth Benefits
9/27/2021 Budget reconciliation process may include retirement plan changes https://www.ubt.com/learning-center/blogs/budget-reconciliation-process-may-include-retirement-plan-changes Stay up to date on the latest retirement legislation introduced by the House Ways and Means Committee. Read More RetirementTaxesRetirement Plan Sponsor
10/8/2021 Crypto-what? Let’s Talk Digital Currency https://www.ubt.com/learning-center/podcasts/crypto-what-lets-talk-digital-currency Learn the basics about NFTs, cryptocurrency, blockchain, and more in the latest episode of MoneyBetter. Read More PersonalManaging Your MoneyMoneyBetterInvestments
10/8/2021 What to look for in a credit card https://www.ubt.com/goals/what-look-credit-card There are some things you’ll want to consider when adding a credit card to your financial toolbox. Let’s take a look. Read More Personal
10/15/2021 Money as a Gift https://www.ubt.com/goals/money-gift Giving cold hard cash as a gift doesn't have to be cold. Check out these tips to make gifting money thoughtful and meaningful. Read More PersonalManaging Your Money