1/16/2020 3 Keys to a Successful Retirement https://www.ubt.com/learning-center/videos/3-keys-successful-retirement Reaching retirement is a hard-earned reward for all your years of work. But what happens when it's time to shift from saving to spending? Learn more here. Read More PersonalRetirementIn Retirement
5/8/2023 Omnify Training Video https://www.ubt.com/learning-center/videos/omnify-training-video Omnify presents a training video for our COBRA platform. Read More BusinessOmnify
10/6/2023 Should you name a family member as your executor? https://www.ubt.com/learning-center/blogs/should-you-name-family-member-your-executor Your choice of a family member to be your estate’s executor may not be the best option. Read More PersonalEstate Planning
1/6/2025 Truth Papers makes the old new again https://www.ubt.com/learning-center/blogs/truth-papers-makes-old-new-again The newest business to take up residency in our Small Business Pop-Up Shop is a local stationery company, Truth Papers. Read More PersonalSmall BusinessPop Up
11/24/2025 Mandatory Roth Catch-Up Contributions in 2026 https://www.ubt.com/learning-center/videos/mandatory-roth-catch-contributions-2026 John Nownes provides an update on mandatory roth catch-up contributions. Read More BusinessInvestingWealth Management
3/2/2026 Money Market https://www.ubt.com/money-market With a Value Edge Money Market account from UBT, your money has more interest-earning protentional! Read More Personal
6/16/2022 Which retirement plan is right for your business? https://www.ubt.com/learning-center/blogs/which-retirement-plan-right-your-business Choosing the right retirement plan for your business is not one size fits all. Learn more about what to consider when choosing a plan. Read More BusinessRetirementRetirement Plans
3/23/2022 A beneficiary designation or joint title can override your will https://www.ubt.com/learning-center/blogs/beneficiary-designation-or-joint-title-can-override-your-will Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan. Read More PersonalEstate Planning
4/13/2022 What estate planning strategies are available for non-U.S. citizens? https://www.ubt.com/learning-center/blogs/what-estate-planning-strategies-are-available-non-us-citizens Estate tax planning can get complicated if you or your spouse is a nonresident alien. Read More PersonalEstate PlanningPersonal Trust
7/19/2021 A fresh look at CRTs, CRATs and CRUTs https://www.ubt.com/learning-center/blogs/fresh-look-crts-crats-and-cruts With charitable remainder trust, or CRT, you can give to a charity close to you while improving cash flow and minimizing taxes. Let's take a look. Read More PersonalEstate PlanningEstate AdministrationEstate ManagementEstate Planning
