3/7/2024 Rosa Valle-Lopez https://pa-www.ubt.com/about/directory/rosa-valle-lopez Construction Loan Officer
3/14/2024 Take care of a loved one who has special needs with a special needs trust https://pa-www.ubt.com/learning-center/blogs/take-care-loved-one-who-has-special-needs-special-needs-trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More PersonalEstate Planning
4/16/2024 What is a bridge loan and when would I need one? https://pa-www.ubt.com/learning-center/blogs/what-bridge-loan-and-when-would-i-need-one A bridge loan may be just the solution, as it does just what the name would indicate: bridges the gap between buying a home and selling your previous one. Read More PersonalOwning a HomeLoans
4/8/2024 Preparing to pay for college https://pa-www.ubt.com/learning-center/blogs/preparing-pay-college Your friends at UBT have put together some financial planning tips for getting your child ready for college. Read More PersonalBanking 101BudgetingCollege Savings
4/2/2024 Maximize your subscriptions with a few small tweaks https://pa-www.ubt.com/learning-center/blogs/maximize-your-subscriptions-few-small-tweaks Tailor your subscription to maximize it’s benefits - and your dollars. Read More PersonalManaging Your MoneyBanking 101
3/28/2024 SECURE 2.0 permits midyear switch from SIMPLE to safe harbor https://pa-www.ubt.com/learning-center/blogs/secure-20-permits-midyear-switch-simple-safe-harbor We walk through through the key features of a SIMPLE IRA. Read More BusinessRetirementRetirement Plan Sponsor
4/19/2024 Stay on-the-go with your mobile wallet https://pa-www.ubt.com/learning-center/blogs/stay-go-your-mobile-wallet You’ve entered your UBT debit and credit card numbers into your mobile wallet and are good to go — but now what? Read More PersonalManaging Your MoneyDebit CardCredit Card