7/3/2024 Is it time to rebalance your portfolio? https://www.ubt.com/learning-center/blogs/it-time-rebalance-your-portfolio If you’ve never rebalanced your portfolio, or it’s been a while, it might be time to consider taking a look at your portfolio’s assets. Read More PersonalRetirementRetirement Plans
12/4/2023 Magic Moments: The Lindbeck Family https://www.ubt.com/magic-moments-lindbeck-family Jessica Lindbeck was diagnosed with a glioblastoma, an inoperable tumor in her brain. We're proud to bring her family joy this holiday season. Read More PersonalCommunity CommitmentMagic Moments
6/28/2023 Freezing your credit can put a chill on identity thieves https://www.ubt.com/learning-center/blogs/freezing-your-credit-can-put-chill-identity-thieves A credit freeze is one of the most effective steps you can take to protect yourself if you suspect your personal information may have been compromised. Read More PersonalFraud PreventionFraud
7/21/2023 Ease the burden of being a member of the Sandwich Generation with these action steps https://www.ubt.com/learning-center/blogs/ease-burden-being-member-sandwich-generation-these-action-steps Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.” Read More PersonalEstate Planning
11/21/2022 Annual gift tax exclusion amount increases for 2023 https://www.ubt.com/learning-center/blogs/annual-gift-tax-exclusion-amount-increases-2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate. Read More PersonalEstate Planning
