3/25/2025 How to set and achieve financial goals https://www.ubt.com/learning-center/blogs/how-set-and-achieve-financial-goals Want some expert advice about realizing your financial dreams? Set goals, both short-term and long-term, for a road map to follow. Read More PersonalManaging Your MoneyBanking 101
3/27/2025 How to be a smart consumer https://www.ubt.com/learning-center/blogs/how-be-smart-consumer Check out our expert advice for being a wise consumer, including comparison shopping, relying on reviews, and finding the best price. Read More PersonalManaging Your MoneyBanking 101
3/14/2025 Taking the long view of long-term care insurance https://www.ubt.com/learning-center/blogs/taking-long-view-long-term-care-insurance Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs. Read More PersonalRetirement
4/2/2025 A parents’ guide to chores and allowance https://www.ubt.com/learning-center/blogs/parents-guide-chores-and-allowance Chores and allowance teach children responsibility. Learn more about how to set up a chores and allowance system with kids of all ages. Read More PersonalManaging Your MoneyBanking 101
3/31/2025 Time to restock: How to order UBT checks https://www.ubt.com/learning-center/blogs/time-restock-how-order-ubt-checks Running low on your UBT checks? Here's how to order checks! Read More PersonalManaging Your MoneyBanking 101
4/2/2025 Understanding account roles: Owner, signer, and power of attorney https://www.ubt.com/learning-center/blogs/understanding-account-roles-owner-signer-and-power-attorney Navigating the roles of owner, signer, and power of attorney (POA) is an important step in managing financial accounts with confidence. Read More PersonalManaging Your Money
3/27/2025 Tony's Tandem Bike Tours https://www.ubt.com/tonys-tandem-bike-tours Tony's Tandem Bikes may not be a real business, but check out how UBT helps small businesses in a very real way. Read More Personal
4/2/2025 Investment Overview: 1st Quarter 2025 https://www.ubt.com/learning-center/blogs/investment-overview-1st-quarter-2025 Following two of its best calendar years in history, U.S. equity markets retreated during the first quarter amid a spike in political and economic uncertainty. Read More PersonalInvestingMarkets
5/1/2025 How much cash should you keep in your business checking account? https://www.ubt.com/learning-center/blogs/how-much-cash-should-you-keep-your-business-checking-account Striking the balance between liquidity and growth is essential for every business or nonprofit. Read More BusinessRunning a BusinessSavings
4/9/2025 Tom Jara https://www.ubt.com/about/directory/tom-jara Consumer Loan SpecialistPersonal BankerUNL Team