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Self-proclaimed coffee queen of the Seward branch. Thrice half-marathoner with full marathon goals. Enjoy umpiring baseball, reading, and spending time with my hubby and black lab, Medford.

Consumer Loan Specialist
Personal Banker

11/8/2022

Estate planning vocab 101: Executor and trustee

https://www.ubt.com/learning-center/blogs/estate-planning-vocab-101-executor-and-trustee

Two key estate planning terms you need to know are “executor” and “trustee.”

Personal
Estate Planning
Estate Planning

5/2/2023

How to save when saving is hard

https://www.ubt.com/learning-center/blogs/how-save-when-saving-hard

Check out these tips for how to save money and budget when you're living paycheck to paycheck.

Managing Your Money
Budgeting

11/21/2022

Annual gift tax exclusion amount increases for 2023

https://www.ubt.com/learning-center/blogs/annual-gift-tax-exclusion-amount-increases-2023

If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate.

Personal
Estate Planning

11/29/2022

Why certificates of deposit (CDs) make sense

https://www.ubt.com/learning-center/blogs/why-certificates-deposit-cds-make-sense

What exactly is a certificate of deposit and when does it make sense for you to open one? Find out here.

Managing Your Money
Savings
CDs
Financial Literacy
Banking 101