7/20/2021 Cathy Kalama https://www.ubt.com/about/directory/cathy-kalama Personal TrustTrust ProfessionalWealth Management
7/20/2021 Audrea Kappert https://www.ubt.com/about/directory/audrea-kappert Personal TrustTrust ProfessionalWealth Management
10/27/2021 Brent Frahm https://www.ubt.com/about/directory/brent-frahm PersonalConstruction Loan OfficerConstruction Loans
10/4/2022 8 ways to use leftover 529 funds https://www.ubt.com/learning-center/blogs/8-ways-use-leftover-529-funds A 529 college savings plan account is so versatile — learn how you can use any leftover funds you may have. Read More PersonalSavingsCollege Savings
2/12/2025 The best time to take your RMD https://www.ubt.com/learning-center/blogs/best-time-take-your-rmd Timing your Required Minimum Distributions (RMDs) just right can be tricky, but it’s important to get it right to maximize your retirement benefits. Read More PersonalInvestingRetirement
2/4/2025 Saving in a cafeteria plan https://www.ubt.com/learning-center/blogs/saving-cafeteria-plan Here’s part 2 of our three-part series on how to save money on healthcare. Read More PersonalHealth BenefitsOmnify
10/1/2024 IRS issues guidance for student loan matching contributions https://www.ubt.com/learning-center/blogs/irs-issues-guidance-student-loan-matching-contributions An update on Notice 2024-63, which provides guidance to employers looking to match student loan contributions. Read More BusinessRetirementRetirement Plan Sponsor
9/11/2025 How to read a pay stub and understand take-home pay https://www.ubt.com/learning-center/blogs/how-read-pay-stub-and-understand-take-home-pay New job? Learn to read your pay stub—understand gross pay, deductions, and benefits to manage money with confidence. Read More PersonalManaging Your MoneyBanking 101
6/23/2025 Why corporate earnings might be exaggerated https://www.ubt.com/learning-center/blogs/why-corporate-earnings-might-be-exaggerated Clever accounting can mislead you into poor investments. Your portfolio manager analyzes data to ensure long-term solvency. Read More PersonalManaging Your MoneyInvestingInvesting