3/31/2020 Refinancing 101 https://www.ubt.com/learning-center/guides/refi-101 Refinancing with UBT can help you achieve long-term financial goals by lowering your rate or shortening the life of your loan. Read More PersonalOwning a HomeMortgages
9/1/2023 Buying a home with UBT https://www.ubt.com/learning-center/guides/buying-home-ubt A new home is an exciting time — and one of the most important financial decisions you’ll ever make. Make it with people you can trust at UBT. Read More PersonalOwning a HomeMortgages
6/18/2020 Favorite Journey Jaunts: Mackinac Island and Door County https://www.ubt.com/learning-center/blogs/favorite-journey-jaunts-mackinac-island-and-door-county Personal
6/22/2020 Business succession as part of your estate plan https://www.ubt.com/learning-center/blogs/business-succession-part-your-estate-plan By starting early and planning carefully, however, it’s possible to resolve estate planning conflicts and transfer business in a tax-efficient manner. Read More BusinessEstate PlanningEstate PlanningEstate AdministrationSmall Business
3/6/2023 Saving tips and tricks https://www.ubt.com/learning-center/blogs/saving-tips-and-tricks While saving money may not be painless, UBT can make it easier. Read More PersonalManaging Your MoneyBudgetingFinancial Literacy
1/22/2024 Budgeting with school loans https://www.ubt.com/learning-center/blogs/budgeting-school-loans Follow these tips from UBT to keep your budget on track when it comes to your student loans. Read More Managing Your MoneyLoansFinancial Literacy
6/25/2020 DOL issues final electronic delivery regulations https://www.ubt.com/learning-center/blogs/dol-issues-final-electronic-delivery-regulations The DOL recently issued final regulations addressing the electronic delivery of retirement plan notices. Read More BusinessRetirement Plan Sponsor
6/26/2020 Retirement rundown https://www.ubt.com/learning-center/guides/retirement-rundown Get familiar with the different types of retirement accounts and how to get started with help from UBT's Caitlin Moore. Read More PersonalManaging Your MoneyRetirementFinancial LiteracyRetirement
7/1/2020 Omnify Health Benefit Accounts Routing Number https://www.ubt.com/omnify-health-benefit-accounts-routing-number Omnify Health Benefit's routing number: 104914160. Read More PersonalHealth Benefits
7/7/2020 Charitable remainder trust is a win-win https://www.ubt.com/learning-center/blogs/charitable-remainder-trust-win-win A charitable remainder trust (CRT) provides a current tax deduction and leave the remainder to your favorite charity — all in one fell swoop. Read More PersonalEstate PlanningEstate ManagementEstate PlanningCommunity Commitment