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
10/25/2021 Quick Start Guide: Positive Pay and ACH filters https://www.ubt.com/learning-center/blogs/quick-start-guide-positive-pay-and-ach-filters Consider setting up positive pay as a fraud prevention mechanism. Read More BusinessFraud PreventionPositive Pay
10/25/2021 What is a MEWA and how can it help your business? https://www.ubt.com/learning-center/blogs/what-mewa-and-how-can-it-help-your-business Owners of smaller businesses may want to consider entering a MEWA to help reduce risk while offering group health or other insurance to employees. Read More BusinessRunning a Business