3/2/2023 Fund Your Dreams https://www.ubt.com/goals/five-principles-financial-wellness/fund-your-dreams Learn more about how fund some of life's biggest expenses. Read More PersonalManaging Your Money
3/6/2023 To file or not to file a gift tax return, that is the question https://www.ubt.com/learning-center/blogs/file-or-not-file-gift-tax-return-question Knowing when a gift tax return must be filed can keep you on the right side of the IRS. Read More PersonalEstate PlanningRetirement
3/6/2023 How UBTgo keeps you safe https://www.ubt.com/learning-center/blogs/how-ubtgo-keeps-you-safe UBTgo, Union Bank's personal online banking platform is safe, secure, and easy to use. Read More PersonalUBTgoOnline BankingSecurity
3/8/2023 Financial Planning https://www.ubt.com/goals/five-principles-financial-wellness/financial-planning Learn more about your finances through all the stages of your life. Read More PersonalManaging Your MoneyOnline Investing
3/9/2023 Thank You https://www.ubt.com/thank-you You’re successfully logged out. Thank you for banking with UBT! Read More Personal
3/10/2023 Enacting a spendthrift trust can be beneficial to your loved ones https://www.ubt.com/learning-center/blogs/enacting-spendthrift-trust-can-be-beneficial-your-loved-ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More PersonalEstate PlanningTrusts
3/15/2023 Planning for the Future https://www.ubt.com/goals/five-principles-financial-wellness/planning-future Retirement is the final destination in your financial lifecycle. Learn more about how to make the most out of your retirement. Read More PersonalRetirement
3/23/2023 Saving for a home: Getting started https://www.ubt.com/learning-center/blogs/saving-home-getting-started Saving up for a house can seem like a daunting task, but it’s definitely achievable with some careful planning and discipline. Read More PersonalOwning a HomeMortgages
3/17/2023 What can I expect when I visit a branch? https://www.ubt.com/learning-center/blogs/what-can-i-expect-when-i-visit-branch If the idea of visiting a bank makes you a little nervous, don't worry, your friends at UBT have your back. We explain the ins and outs of visiting a branch. Read More Managing Your Money