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Union Bank offers fixed rate, jumbo, adjustable rate, Federal Housing Administration (FHA), First-time homebuyer (NIFA), VA Loans, and other specialty loans.

Personal
Owning a Home
Mortgages

7/25/2025

Nondiscrimination testing in Section 125 cafeteria plans

https://www.ubt.com/learning-center/blogs/nondiscrimination-testing-section-125-cafeteria-plans

Since cafeteria plans allow for pre-tax contributions, it’s vital to keep them compliant with IRS law with thorough Section 125 testing .

Personal
Omnify
Health Benefits

9/7/2022

HSA Day: Celebrating the benefits of health savings accounts

https://www.ubt.com/learning-center/blogs/hsa-day-celebrating-benefits-health-savings-accounts

October 15 is National HSA Day. Let's put on our party hats and discuss reasons to celebrate HSA Day.

Personal
Investing
HSA

7/3/2024

Is it time to rebalance your portfolio?

https://www.ubt.com/learning-center/blogs/it-time-rebalance-your-portfolio

If you’ve never rebalanced your portfolio, or it’s been a while, it might be time to consider taking a look at your portfolio’s assets.

Personal
Retirement
Retirement Plans