1/28/2025 Remembering Jay Dunlap https://www.ubt.com/learning-center/blogs/remembering-jay-dunlap Jay Dunlap was a towering figure at UBT and in the community. Read More Community Commitment
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
9/14/2023 Life Insurance Options https://www.ubt.com/careers/insurance-benefits/life-insurance-options Personal
3/27/2024 Retirement Chat: Market Volatility https://www.ubt.com/learning-center/podcasts/retirement-chat-market-volatility Jason sits down with Joe, an investment officer at UBT to discuss current market volatility and how that affects your retirement. Read More BusinessRetirementMarkets
10/27/2020 Teaching with intention: The power of allowance https://www.ubt.com/learning-center/blogs/teaching-intention-power-allowance Caitlin Moore, our Financial Literacy Program Manager, writes about how her experience with allowance shaped her experiences with money. Read More PersonalManaging Your Money
5/1/2024 What are your options to fund long-term care expenses? https://www.ubt.com/learning-center/blogs/what-are-your-options-fund-long-term-care-expenses Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses. Read More PersonalEstate Planning
5/22/2025 Members of the “sandwich generation” face unique estate planning circumstances https://www.ubt.com/learning-center/blogs/members-sandwich-generation-face-unique-estate-planning-circumstances As you age, responsibilities grow. For the sandwich generation, this means raising children and caring for aging parents, impacting your estate plan. Read More PersonalEstate Planning
