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.

Check out the final installment of our three-part series on how to save money on healthcare.

With rising healthcare costs and increases in life expectancy, taking a well-funded HSA into your retirement years is wise to cover the things Medicare doesn't.

A health savings account can positively affect an estate plan because its funds grow on a tax-deferred basis, potentially building wealth for heirs.