2/5/2024 How to protect yourself from tax return identity theft https://www.ubt.com/learning-center/guides/how-protect-yourself-tax-return-identity-theft Consider filing your taxes as soon as you can to protect yourself from tax refund fraud. Read More PersonalFraud PreventionTaxes
10/26/2021 Estate planning for the young and affluent can be tricky https://www.ubt.com/learning-center/blogs/estate-planning-young-and-affluent-can-be-tricky Estate planning for young people can be difficult as it's impossible to predict what the estate tax laws will look like decades from now. Here's some tips. Read More PersonalEstate PlanningTrusts
10/3/2023 SECURE 2.0 brings plan changes in 2024 https://www.ubt.com/learning-center/blogs/secure-20-brings-plan-changes-2024 Check out the provisions to SECURE 2.0 that go into effect in 2024. Read More PersonalRetirement
3/10/2026 The pop-up shop gets a makeover as KT Designs takes over https://www.ubt.com/learning-center/blogs/pop-shop-gets-makeover-kt-designs-takes-over KT Designs, led by Kassie Thompson, brings creative laser-etched wood décor to UBT’s holiday pop-up shop, backed by her mom and a thriving local biz. Read More PersonalPop UpSmall Business
9/23/2025 Smart ways to maximize your CD strategy https://www.ubt.com/learning-center/blogs/smart-ways-maximize-your-cd-strategy CDs aren’t just set-it-and-forget-it. With smart strategies like laddering, you can boost returns without market risk. Save smarter, stay flexible. Read More PersonalManaging Your MoneyCDsInvesting
10/10/2025 Budgeting with your recent high school graduate https://www.ubt.com/learning-center/blogs/budgeting-your-recent-high-school-graduate Guide your Gen Z child to financial independence with budgeting tips, spending insights, and essential money tools. Read More PersonalManaging Your MoneyBanking 101Budgeting
1/22/2025 Meet the makers at UBT’s makers markets https://www.ubt.com/learning-center/blogs/meet-makers Meet the makers showcased at the UBT Second Saturdays Makers Market! Read More Community Commitment
4/8/2025 Tips for preventing ACH and wire fraud https://www.ubt.com/learning-center/blogs/tips-preventing-ach-and-wire-fraud Being in the know and up to date on rules and best practices can help protect your business from fraud and scams. Read More BusinessRunning a BusinessFraud PreventionFraudScams
