9/28/2020 How to Love Your Space https://www.ubt.com/learning-center/videos/how-love-your-space In this presentation, Smarter in September covers getting organized in a way that works for you. Read More PersonalJourney
10/13/2020 New multifactor authentication options are here https://www.ubt.com/learning-center/blogs/new-multifactor-authentication-options-are-here Keeping your money and information safe is important to UBT. That’s why we’re rolling out new multi-factor authentication (MFA) options for UBTgo. Read More PersonalUBTgoUBTgoFraud
9/30/2020 Is it time to rebalance your portfolio? https://www.ubt.com/learning-center/blogs/it-time-rebalance-your-portfolio If you’ve never rebalanced your portfolio, or it’s been a while, it might be time to consider taking a look at your portfolio’s assets. Read More PersonalRetirementRetirement Plans
9/30/2020 IRS issues SECURE Act guidance https://www.ubt.com/learning-center/blogs/irs-issues-secure-act-guidance If you have any questions about the SECURE Act and how it applies to your plan, please contact your Union Bank & Trust Relationship Manager. Read More BusinessRetirement Plan Sponsor
9/30/2020 Journey presents the Happier Holidays series https://www.ubt.com/learning-center/blogs/journey-presents-happier-holidays-series The 2020 holidays are going to look a bit different this year. Enter Journey’s new holiday Zoom series, Happier Holidays! Read More PersonalJourney
10/1/2020 Retirement Readiness in :90 — Emergency Funds https://www.ubt.com/learning-center/videos/retirement-readiness-90-emergency-funds Emergency funds are a crucial component of every budget. Read More PersonalManaging Your MoneyIn RetirementRetirement PlansBudgeting
10/2/2020 Transferring ownership of your life insurance policy https://www.ubt.com/learning-center/blogs/transferring-ownership-your-life-insurance-policy Generally, you can remove the proceeds of your life insurance policy from your taxable estate by transferring ownership. But don't delay! Here's why. Read More PersonalEstate PlanningEstate AdministrationEstate ManagementEstate Planning
11/1/2021 Tips for shopping online this holiday season https://www.ubt.com/learning-center/blogs/tips-shopping-online-holiday-season While we all know how to shop online, your friendly neighborhood bank wants you to get the most bang for your holiday buck. Read More PersonalManaging Your MoneyCredit Card
3/28/2023 5 quick tips to make the most of your HSA https://www.ubt.com/learning-center/guides/5-quick-tips-make-most-your-hsa A HSA is a personal savings account used to pay for medical, dental, vision, and other qualified expenses pre-tax. Here are five ways to maximize yours. Read More PersonalEmployee BenefitsHealth Benefits
10/15/2020 How to Crisis-Proof Your Estate Plan https://www.ubt.com/learning-center/videos/how-crisis-proof-your-estate-plan Estate planning can be at the forefront of our minds in these challenging times, as we want to ensure our loved ones are protected. Read More PersonalEstate PlanningJourneyEstate Planning