A recap of UBT Journey's mystery trip in fall 2025.

Your teen is ready to take on the open road, and hopefully our previous post on pre-shopping considerations gave you a lot to think about as you head to...

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.

Looking to grow your savings effortlessly? Money market accounts and CDs are two simple, low-risk ways to earn passive income.

If you own real estate in multiple states, consider using a revocable trust to minimize or avoid excessive probate costs after your death.

If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor.

Your choice of a family member to be your estate’s executor may not be the best option.

Our expert gives a rundown on the best times to update the beneficiaries on all your assets and illustrates the importance of adding backup beneficiaries.