10/27/2021 Brent Frahm https://www.ubt.com/about/directory/brent-frahm PersonalConstruction Loan OfficerConstruction Loans
11/8/2021 Do you have a will? https://www.ubt.com/learning-center/blogs/do-you-have-will It's important to set up a will when estate planning, even if you already have a revocable, or "living", trust. Read More PersonalEstate Planning
11/8/2021 Uplifting Gifting: How to Best Help Nonprofits You Love https://www.ubt.com/learning-center/podcasts/uplifting-gifting-how-best-help-nonprofits-you-love In this episode of MoneyBetter, host Caitlin Moore talks with Lisa Guill of City Impact to learn more about meaningful giving during the holidays. Read More PersonalMoneyBetter
11/10/2021 Holiday-proofing your debit card https://www.ubt.com/learning-center/blogs/holiday-proofing-your-debit-card Make sure your debit card is set up to tackle the challenges of holiday travel and shopping. Read More PersonalDebit Card
11/17/2021 Inflation in today’s economy https://www.ubt.com/learning-center/blogs/inflation-todays-economy Prices rose by 0.9% in October and 6.2% over the past 12 months, the highest level since 1990. Read More PersonalInvesting
3/13/2023 Saving for regular expenses vs. an emergency https://www.ubt.com/learning-center/blogs/saving-regular-expenses-vs-emergency An emergency fund is a separate savings or bank account used to cover or offset unexpected expenses, whereas your regular savings are for planned expenses. Read More PersonalManaging Your MoneySavingsEmergency Fund
11/22/2021 Why a gifting strategy still matters https://www.ubt.com/learning-center/blogs/why-gifting-strategy-still-matters Making lifetime gifts continues to be a beneficial estate planning strategy even with fed gift and estate tax exemption reaching $12 million for 2022. Read More PersonalEstate PlanningTaxes
11/29/2021 Converting a traditional IRA to a Roth IRA can benefit your retirement and estate plans https://www.ubt.com/learning-center/blogs/converting-traditional-ira-roth-ira-can-benefit-your-retirement-and-estate Changing your traditional IRA to a Roth IRA can make a significant impact on your and estate planning and retirement plans. Read More PersonalEstate PlanningRetirement
12/9/2021 Magic Moments: The Montecuollo Family https://www.ubt.com/learning-center/blogs/magic-moments-montecuollo-family After the father, Seth, received a brain tumor diagnosis, the Montecuollos have had a rough year. UBT helped make their holidays a little brighter. Read More PersonalCommunity Commitment