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Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan.

If the idea of visiting a bank makes you a little nervous, don't worry, your friends at UBT have your back. We explain the ins and outs of visiting a branch.

Meet the makers showcased at the UBT Second Saturdays Makers Market!

Learn about the the different options for investing online and think about the goals you want to achieve. Choose your own adventure and what works best for you!

If you've never filed taxes before, or you need a refresher, here's a great start on what you need to know about filing your taxes.