9/12/2019 Brad Philson https://www.ubt.com/about/directory/brad-philson PersonalPersonal TrustTrust ProfessionalWealth Management
9/12/2019 Nate Wieting https://www.ubt.com/about/directory/nate-wieting PersonalTrust ProfessionalWealth Management
1/3/2023 April Lewis https://www.ubt.com/about/directory/april-lewis PersonalPersonal TrustTrust ProfessionalWealth Management
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