To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations.

Spring is a time to start fresh. Like our living spaces, our finances could use some tidying up, too.

If you’ve ever had dreams of business ownership, your tax return might end up being great seed money for a new business venture.

A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules.

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.

Your friends at UBT have put together some financial planning tips for getting your child ready for college.