8/4/2022 Making annual exclusion gifts can be a deceptively powerful estate planning strategy https://www.ubt.com/learning-center/blogs/making-annual-exclusion-gifts-can-be-deceptively-powerful-estate-planning One of the most effective estate-tax-saving techniques is also one of the simplest and most convenient: making maximum use of the annual gift tax exclusion. Read More PersonalEstate PlanningEstate Planning
8/15/2022 Current Openings https://www.ubt.com/careers/current-openings Your career with UBT starts here. Read More Personal
8/17/2022 Avoid these 4 estate planning pitfalls https://www.ubt.com/learning-center/blogs/avoid-these-4-estate-planning-pitfalls Pitfalls abound when creating and maintaining an estate plan. Here are four to be especially aware of. Read More PersonalEstate Planning
9/8/2022 Section 125 testing: All your “w” questions answered https://www.ubt.com/learning-center/blogs/section-125-testing-all-your-w-questions-answered Since cafeteria plans allow for pre-tax contributions, it’s vital to keep them compliant with IRS law with thorough Section 125 testing . Read More PersonalOmnifyHealth Benefits
8/18/2022 A Connected Community Corner https://www.ubt.com/neighbor/connected-community-corner Three neighbors, three woman-owned small businesses, three friends. Check out the powerhouse trio on Prescott Ave. Read More Personal
8/18/2022 Rising from the Ashes https://www.ubt.com/neighbor/rising-ashes When the historic theatre in Ainsworth fell victim to an early morning fire, UBT's own Kathy Klammer was determined to revive her hometown theatre. Read More Personal
9/7/2022 HSA Day: Celebrating the benefits of health savings accounts https://www.ubt.com/learning-center/blogs/hsa-day-celebrating-benefits-health-savings-accounts October 15 is National HSA Day. Let's put on our party hats and discuss reasons to celebrate HSA Day. Read More PersonalInvestingHSA
8/6/2019 Building Credit https://www.ubt.com/learning-center/building-credit Improving your credit score is an important part of your overall financial well-being. We have resources to help you learn to build your credit. Read More PersonalCredit CardFinancial Literacy
8/24/2022 Cybersecurity for Retirement Plans https://www.ubt.com/learning-center/videos/cybersecurity-retirement-plans UBT's Dana Turner and John Nownes discuss cybersecurity for retirement plans. Read More PersonalRetirement
10/4/2022 8 ways to use leftover 529 funds https://www.ubt.com/learning-center/blogs/8-ways-use-leftover-529-funds A 529 college savings plan account is so versatile — learn how you can use any leftover funds you may have. Read More PersonalSavingsCollege Savings