Make sure you take full advantage of your Social Security benefits by planning for the opportune time to apply and receive benefits.

Consider planned giving, also called legacy giving or gift planning, in your estate plan to support your favorite nonprofits.

Our expert gives a rundown on the best times to update the beneficiaries on all your assets and illustrates the importance of adding backup beneficiaries.

Getting the leadership team right for your dental practice can steer your business toward long-term success.

Estate planning for young people can be difficult as it's impossible to predict what the estate tax laws will look like decades from now. Here's some tips.

UBT's Ryan Coleman discusses all the moving parts that must come together for a church to undergo an expansion or new building project.

Your estate plan shouldn’t be a static document — it needs to change as your life changes.

Follow these tips from UBT to keep your budget on track when it comes to your student loans.

Learn budgeting basics with UBT and get a closer look at one of the most powerful tools in your financial toolbox.