9/13/2021 Avoid overdrafts using alerts in UBTgo https://www.ubt.com/learning-center/blogs/avoid-overdrafts-using-alerts-ubtgo Properly utilizing alerts on UBTgo can help you manage your money and avoid overdrafts on your accounts. Read More PersonalUBTgoBudgeting
9/13/2021 Journey Smarter in September: Smarter Sleep Strategies https://www.ubt.com/learning-center/videos/journey-smarter-september-smarter-sleep-strategies Sam Dolezal EdD, MSE, MS, CSCS, leads a discussion on the role quality sleeps plays in our lives, and goes over mental and physical tips on how to get the most Read More PersonalJourney
8/30/2022 Accounting for inflation in your retirement plan https://www.ubt.com/learning-center/blogs/accounting-inflation-your-retirement-plan There are many things to think about when planning for your retirement. Make sure accounting for inflation is one of them. Read More PersonalRetirement
9/17/2021 Retirement & the Power of Starting Early https://www.ubt.com/learning-center/podcasts/retirement-power-starting-early In this episode of MoneyBetter, host Caitlin Moore discusses different retirement plan options and why it's important to start start saving early. Read More PersonalRetirementMoneyBetterFinancial Literacy
9/20/2021 Omnify Employee Benefits Testimonials https://www.ubt.com/business/employee-benefits/omnify-employee-benefits/testimonials See what current clients of Omnify Health Benefits have to say about the service. Read More Business
4/3/2023 5 reasons to teach your kids about money now https://www.ubt.com/learning-center/blogs/5-reasons-teach-your-kids-about-money-now Savings 101: start early. Check out these reasons why it might be time to start talking to your kid about money. Read More PersonalManaging Your MoneyFinancial Literacy
9/24/2021 Is your power of attorney for property powerful enough? https://www.ubt.com/learning-center/blogs/your-power-attorney-property-powerful-enough Revisit your estate plan to ensure the power of attorney is still relevant, timely, and actionable. Read More PersonalEstate PlanningTrusts
9/27/2021 The importance of health savings accounts https://www.ubt.com/learning-center/blogs/importance-health-savings-accounts Learn how a Health Savings Account (HSA) can be an effective and flexible tool to bring down your health care costs. Read More PersonalManaging Your MoneyHSAHealth Benefits
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