3/14/2023 Financial focuses for all stages of adulthood https://www.ubt.com/learning-center/blogs/financial-focuses-all-stages-adulthood 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. Read More PersonalHealth BenefitsOmnify
6/28/2022 Even more ways to save on healthcare https://www.ubt.com/learning-center/blogs/even-more-ways-save-healthcare Check out the final installment of our three-part series on how to save money on healthcare. Read More PersonalHealth BenefitsOmnify
2/5/2025 Better together: Medicare and HSAs https://www.ubt.com/learning-center/blogs/better-together-medicare-and-hsas 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. Read More OmnifyHealth BenefitsHSA
2/4/2025 Maximizing your money: The power of HSA accounts https://www.ubt.com/learning-center/blogs/maximizing-your-money-power-hsa-accounts A health savings account can positively affect an estate plan because its funds grow on a tax-deferred basis, potentially building wealth for heirs. Read More PersonalEstate PlanningHSA
1/22/2024 What is an RMD? https://www.ubt.com/learning-center/blogs/what-rmd As you approach your retirement years, take some time to familiarize yourself with RMD, or required minimum distribution. Read More PersonalRetirementApproaching RetirementRetirement
5/1/2025 How much cash should you keep in your business checking account? https://www.ubt.com/learning-center/blogs/how-much-cash-should-you-keep-your-business-checking-account Striking the balance between liquidity and growth is essential for every business or nonprofit. Read More BusinessRunning a BusinessSavings
5/21/2025 Incentive trusts: Use them to pass your wealth and values on to beneficiaries https://www.ubt.com/learning-center/blogs/incentive-trusts-use-them-pass-your-wealth-and-values-beneficiaries Consider adding an incentive trust to your estate plan if you want to share your assets and values with your loved ones. Read More PersonalEstate Planning
5/21/2025 Sharing your estate plan’s details with family has pros and cons https://www.ubt.com/learning-center/blogs/sharing-your-estate-plans-details-family-has-pros-and-cons There are many factors to consider when deciding whether to divulge the details of your estate plan to family members. Read More PersonalEstate Planning
5/22/2025 Stepped-up basis rules can ease the income tax bite of an inheritance https://www.ubt.com/learning-center/blogs/stepped-basis-rules-can-ease-income-tax-bite-inheritance Understanding the stepped-up basis rules is beneficial for family members who inherit your assets. Read More PersonalEstate Planning