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
10/1/2021 Raul Sarmiento https://www.ubt.com/about/directory/raul-sarmiento BusinessBilingualSpanish SpeakingBusiness BankerLoan SpecialistSmall Business Banker
10/6/2021 Smarter in September: Smarter Meal Prep for 1 or 2 https://www.ubt.com/learning-center/videos/smarter-september-smarter-meal-prep-1-or-2 This video gives advice on how to meal prep to find the right sized meal for a household of one Read More PersonalJourney
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
10/12/2021 Smarter in September: Smarter, Safer Social Media Usage https://www.ubt.com/learning-center/videos/smarter-september-smarter-safer-social-media-usage Learn the basics of how to use Facebook in retirement, and get an overview of other popular social media sites. Read More PersonalJourney
10/13/2021 Smarter in September: Smarter Estate Planning https://www.ubt.com/learning-center/videos/smarter-september-smarter-estate-planning In the final edition of Smarter in September, we explore the nuances and importance of estate planning, and answer some common questions about the topic. Read More PersonalJourney
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