12/21/2022 In your own words: A letter of instruction complements a will https://www.ubt.com/learning-center/blogs/your-own-words-letter-instruction-complements-will A letter of instruction can offer peace of mind to your family members during a time of emotional turmoil. But what should you address in your letter? Read More Estate Planning
4/6/2023 Five Principles of Financial Wellness https://www.ubt.com/goals/five-principles-financial-wellness Follow UBT's educational series — Five Principles of Financial Wellness. Read More PersonalBanking 101
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
1/9/2025 Choosing the right healthcare coverage https://www.ubt.com/learning-center/blogs/choosing-right-healthcare-coverage Check out part 1 of our three-part series on how to save money on healthcare. Read More PersonalHealth BenefitsOmnify
9/23/2024 Smarter in September: Our virtual series recap https://www.ubt.com/learning-center/blogs/smarter-september-our-virtual-series-recap Revisit our popular Smarter in September series, by UBT's Journey. Read More PersonalJourney
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
10/9/2019 The Busy Years Checklist https://www.ubt.com/learning-center/guides/busy-years-checklist Many of life’s biggest milestones occur during your 30s to 50s — whether it's having children, buying a home, or aging parents. Here's how you can prioritize. Read More PersonalRetirementMid-Career
