3/9/2022 Retirement Chat: Best practices and milestones https://www.ubt.com/learning-center/podcasts/retirement-chat-best-practices-and-milestones Our experts sat down to discuss the basics around saving for retirement. Listen in. Read More PersonalRetirement
6/5/2023 10 tips for maximizing accounts payable https://www.ubt.com/learning-center/blogs/10-tips-maximizing-accounts-payable By combining best practices and technology, you and your team can make accounts payable work for you. Here are 10 tips to maximize your accounts payable. Read More BusinessRunning a BusinessBusiness Banking
3/23/2022 A beneficiary designation or joint title can override your will https://www.ubt.com/learning-center/blogs/beneficiary-designation-or-joint-title-can-override-your-will Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan. Read More PersonalEstate Planning
3/30/2022 Retirement legislation remains on hold https://www.ubt.com/learning-center/blogs/retirement-legislation-remains-hold An update on recent activity in the legislature that might affect retirement plans. Read More PersonalRetirementRetirement Plan Sponsor
3/30/2022 Do COBRA laws apply to your EAP? https://www.ubt.com/learning-center/blogs/do-cobra-laws-apply-your-eap An EAP is subject to COBRA rules if it meets the definition of a group health plan. Read More BusinessRunning a BusinessHealth BenefitsEmployee Benefits
4/13/2022 What estate planning strategies are available for non-U.S. citizens? https://www.ubt.com/learning-center/blogs/what-estate-planning-strategies-are-available-non-us-citizens Estate tax planning can get complicated if you or your spouse is a nonresident alien. Read More PersonalEstate PlanningPersonal Trust
4/12/2023 Why Millennials Need Wills: Worst-Case Scenarios https://www.ubt.com/learning-center/podcasts/why-millennials-need-wills-worst-case-scenarios Don't wait until it's too late. Our experts make the case for Gen Zs and millenials to start making their wills and other arrangements now. Read More PersonalManaging Your MoneyMoneyBetter
4/21/2022 Jason Brett https://www.ubt.com/about/directory/jason-brett Transportation Fleet FinancingEquipment
5/16/2022 Using your HSA in retirement https://www.ubt.com/learning-center/blogs/using-your-hsa-retirement An HSA can serve as a sort of retirement fund, similar to a 401(k) or IRA, in helping you minimize taxes during your retirement years. Read More PersonalRetirementHSA