In September, UBT’s Journey team hosted the third run of our popular Smarter in September series.

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

We've complied a handy guide to help you with financial wellness at all ages and stages of life to take the guesswork out of managing your finances.

From savings to knocking down debt, there are lots of smart ways to put your graduation money to work.

Knowing the difference between what you need and what you want will take you pretty far in your financial journey.

There are a lot of options for sending money to someone these days. Let's break it down.

Want some expert advice about realizing your financial dreams? Set goals, both short-term and long-term, for a road map to follow.

Check out our expert advice for being a wise consumer, including comparison shopping, relying on reviews, and finding the best price.

Consider adding an incentive trust to your estate plan if you want to share your assets and values with your loved ones.