3/16/2023 7 steps to savvy financial planning https://www.ubt.com/learning-center/blogs/7-steps-savvy-financial-planning Learn how financial planning can help you be efficient with your money to reach your financial goals and build a better retirement savings. Read More PersonalManaging Your MoneyFinancial Planning
3/11/2024 Revitalize your finances: A spring cleaning guide from UBT https://www.ubt.com/learning-center/blogs/revitalize-your-finances-spring-cleaning-guide-ubt Spring is a time to start fresh. Like our living spaces, our finances could use some tidying up, too. Read More PersonalBudgeting
4/20/2023 A guide to conversations you might have at the bank https://www.ubt.com/learning-center/blogs/guide-conversations-you-might-have-bank We put together some sample scripts for frequent banking scenarios in hopes that having some guiding verbiage could be useful the next time you visit your bank. Read More Banking 101
9/1/2023 When is an adjustable-rate mortgage the right money move? https://www.ubt.com/learning-center/blogs/when-adjustable-rate-mortgage-right-money-move Adjustable-rate mortgages can save you money during the low initial rate period by providing a lower rate than fixed-rate mortgages. Read More PersonalOwning a HomeMortgages
2/13/2023 SBA loans: What’s right for my business? https://www.ubt.com/learning-center/blogs/sba-loans-whats-right-my-business SBA loans are business loans issued by participating lenders, usually banks, and partially guaranteed by the Small Business Administration. Read More BusinessRunning a BusinessSmall BusinessSmall Business Loan
2/22/2023 Be Prepared https://www.ubt.com/goals/five-principles-financial-wellness/be-prepared Learn more about how to be prepared for financial emergencies. Read More PersonalManaging Your MoneyEmergency Fund
10/1/2025 2025 Smarter in September: Our virtual series recap https://www.ubt.com/learning-center/blogs/2025-smarter-september-our-virtual-series-recap Revisit our popular Smarter in September series, by UBT's Journey. Read More PersonalJourney
6/22/2021 Is it time for a benefits review? https://www.ubt.com/learning-center/blogs/it-time-benefits-review In this competitive hiring environment, are you offering an attractive benefits package. Here are somethings to consider. Read More BusinessRunning a BusinessEmployee Benefits