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Showing 591-600 of 654
11/8/2022

Estate planning vocab 101: Executor and trustee

https://www.ubt.com/learning-center/blogs/estate-planning-vocab-101-executor-and-trustee
Two key estate planning terms you need to know are “executor” and “trustee.”
Read More
  • Personal
  • Estate Planning
  • Estate Planning
7/22/2022

Center for People in Need

https://www.ubt.com/big-give/center-people-need
Vote for Center for People in Need to win $100,000 through The Big Give, presented by UBT.
Read More
  • Personal
3/13/2023

The top 7 ways to use a HELOC

https://www.ubt.com/learning-center/blogs/top-7-ways-use-heloc
Tapping into your home’s equity with a Home Equity Line of Credit (HELOC) is a way to get quick access to cash and knock some big items off your to-do list.
Read More
  • Personal
  • Managing Your Money
  • Owning a Home
  • Home Equity
9/20/2018

Know Your Retirement Plan Investment Options

https://www.ubt.com/learning-center/guides/know-your-retirement-plan-investment-options
Within your retirement plan at Union Bank, your money is most likely invested in mutual funds. But just what is a mutual fund?
Read More
  • Personal
  • Investing
  • Retirement
  • Mid-Career
12/8/2023

Magic Moments: Jamie Speth and Family

https://www.ubt.com/magic-moments-jamie-speth-and-family
Jamie was diagnosed with cervical cancer in 2022 — shattering news for a busy young mom with three kiddos — and Jamie knew she had a fight ahead of her.
Read More
  • Personal
  • Community Commitment
  • Magic Moments
11/2/2023

Better together: financial planning and investing

https://www.ubt.com/learning-center/blogs/better-together-financial-planning-and-investing
While financial planning focuses on the overall management of your finances, investing is a specific strategy within that broader framework.
Read More
  • Managing Your Money
  • Financial Planning
  • Wealth Management
  • Investing
10/24/2025

Stop procrastinating and get to work on your estate plan

https://www.ubt.com/learning-center/blogs/stop-procrastinating-and-get-work-your-estate-plan
Estate planning is often delayed due to discomfort, complexity, or misconceptions—yet avoiding it risks legal issues and unintended asset distribution.
Read More
  • Managing Your Money
  • Retirement
  • Taxes
4/19/2023

Which investment account type is right for me?

https://www.ubt.com/learning-center/blogs/which-investment-account-type-right-me
Learn about the the different options for investing online and think about the goals you want to achieve. Choose your own adventure and what works best for you!
Read More
  • Personal
  • IRA
3/25/2026

Looking ahead to a busy year for retirement plans

https://www.ubt.com/learning-center/blogs/looking-ahead-busy-year-retirement-plans
A look at the changes coming in 2026 for retirement plans
Read More
  • Retirement Plan Sponsor
10/3/2019

Retirement FAQs

https://www.ubt.com/learning-center/faq/retirement-faqs
  • Personal
  • Retirement

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