9/25/2019 Joe Recker https://www.ubt.com/about/directory/joe-recker Industry experience since 2006 Read More PersonalRetirement Plans (Individual)Retirement PlansRetirement
1/24/2024 Hospital Indemnity & Critical Illness Insurance https://www.ubt.com/careers/insurance-benefits/hospital-indemnity-critical-illness-insurance Personal
12/10/2024 RPS UBT MAP Video Tutorial https://www.ubt.com/learning-center/videos/rps-ubt-map-video-tutorial Personal
5/8/2025 Hosting a successful garage sale https://www.ubt.com/learning-center/blogs/hosting-successful-garage-sale A garage sale is a great way to rid yourself of needless things while making a little cash in the process. Read More PersonalManaging Your Money
3/25/2025 How to set and achieve financial goals https://www.ubt.com/learning-center/blogs/how-set-and-achieve-financial-goals Want some expert advice about realizing your financial dreams? Set goals, both short-term and long-term, for a road map to follow. Read More PersonalManaging Your MoneyBanking 101
2/6/2024 Tune Up Your Finances: Time for a Retirement Check-In https://www.ubt.com/learning-center/videos/tune-your-finances-time-retirement-check TJ Hansen talks binder approach, FRAs, RMDs, supplementing Social Security income, and the importance of asset allocation both before and during retirement Read More PersonalRetirementRetirement
10/6/2023 Should you name a family member as your executor? https://www.ubt.com/learning-center/blogs/should-you-name-family-member-your-executor Your choice of a family member to be your estate’s executor may not be the best option. Read More PersonalEstate Planning
7/6/2023 Exploring your options for college savings https://www.ubt.com/learning-center/blogs/exploring-your-options-college-savings Knowing what kind of college savings accounts exist can take some of the stress out of starting to save for those higher education years. Read More PersonalManaging Your MoneyEarly Years
