Within your retirement plan at Union Bank, your money is most likely invested in mutual funds. But just what is a mutual fund?

Consider creating a “road map” — an informal letter or other document that guides your family in understanding and executing your will.

Many people wonder if there is a difference between a Roth IRA and a Roth 401(k). The answer is yes. Here's how to understand them.

Thinking about your student loan debt can be overwhelming, but know that you are not alone. Today, the total student loan debt in the U.S. is over $44 million.