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Showing 841-850 of 1976
4/6/2023

Mobile, drive-thru, or branch: Which banking method should you use?

https://www.ubt.com/learning-center/blogs/mobile-drive-thru-or-branch-which-banking-method-should-you-use
Between mobile, drive-thru, and traditional brick-and-mortar branches, we have options from which to choose when it comes to managing your finances.
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  • Personal
  • Banking 101
2/28/2025

What to expect when visiting a bank

https://www.ubt.com/learning-center/blogs/what-expect-when-visiting-bank
Feeling a bit anxious about your first visit to a bank? You’re not alone! Our beginner’s guide is here to ease your “banxiety."
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  • Personal
  • Managing Your Money
  • Banking 101
7/25/2023

Is it smart to leave funds in P2P platforms?

https://www.ubt.com/learning-center/blogs/it-smart-leave-funds-p2p-platforms
In this helpful blog, we’ll cover how to keep the convenience while minimizing risks and maximizing accessibility of peer-to-Peer (P2P) platforms like Venmo.
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  • Personal
  • Managing Your Money
  • Online Banking
  • Security
10/1/2025

IRS issues final regulations on catch-up contributions

https://www.ubt.com/learning-center/blogs/irs-issues-final-regulations-catch-contributions
IRS finalizes SECURE 2.0 rules on Roth catch-up contributions for high earners, with key changes and compliance starting in 2026.
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  • Business
  • Retirement Plan Sponsor
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.
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  • Business
  • Retirement
  • Retirement Plan Sponsor
9/23/2019

In Retirement

https://www.ubt.com/learning-center/in-retirement
Congratulations — you’ve worked hard to reach this amazing milestone. What’s next for you? Travel? Starting a business? Philanthropic efforts? Whatever it is, y
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  • Personal
  • In Retirement
  • Retirement
6/11/2021

Investment advice vs. investment education

https://www.ubt.com/learning-center/blogs/investment-advice-vs-investment-education
What is the difference between advice and education? It might not seem like a big deal, but each term has real implications that you should understand.
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  • Personal
  • Retirement
  • Retirement Plans
2/9/2026

Should you own assets jointly with an adult child?

https://www.ubt.com/learning-center/blogs/should-you-own-assets-jointly-adult-child
Before deciding to own an asset jointly with your adult child, consider these pitfalls.
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  • Personal
  • Estate Planning
  • Estate Planning
9/23/2019

Mid Career

https://www.ubt.com/learning-center/mid-career
Many of life’s biggest milestones occur during these years: starting a family, buying a home, sending a child to college, or helping aging parents — all while t
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  • Personal
  • Mid-Career
  • Retirement

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