7/23/2018 4 tips for a healthier, wealthier retirement https://www.ubt.com/learning-center/blogs/4-tips-healthier-wealthier-retirement Are you, or someone you are close to, within 10-15 years of retirement? These four tips can lead to a healthier and more fulfilling retirement. Read More PersonalManaging Your MoneyRetirementIn RetirementApproaching Retirement
9/14/2023 The Big Give anniversary check-in https://www.ubt.com/learning-center/blogs/big-give-anniversary-check In fall of 2022, we gave 10 local nonprofits $100,000 each. Let's check in with them to see how they've incorporated the funds into our community. Read More Personal
5/5/2025 Union Bank Place Pop-Up Shops https://www.ubt.com/goals/union-bank-place-pop-shops Meet the small businesses occupying the pop-up shop space in Union Bank Place! Read More PersonalRunning a BusinessPop UpSmall Business
1/23/2023 Charitable tax deductions and IRS rules https://www.ubt.com/learning-center/blogs/charitable-tax-deductions-and-irs-rules Making lifetime charitable donations can help achieve reducing your taxable estate amount. Read More PersonalEstate PlanningCharitable Gift PlanningTaxes
7/1/2024 Why it’s time to break up with your bank https://www.ubt.com/learning-center/blogs/why-its-time-break-your-bank If you’re feeling dissatisfied with your bank, let us be the first to reassure you: It’s not you, it’s them. So if a bank with real people who really care... Read More PersonalCheckingDebit Card
7/1/2024 Maximizing your emergency savings https://www.ubt.com/learning-center/blogs/maximizing-your-emergency-savings Keeping an emergency savings fund just makes good financial sense. Let's dive into where it should live. Read More PersonalManaging Your MoneySavingsEmergency Fund