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
11/19/2020 Four specific trusts eligible to hold S-corp stock https://www.ubt.com/learning-center/blogs/four-specific-trusts-eligible-hold-s-corp-stock S corporations must comply with several strict requirements to keep their tax-advantaged status. Here's a look at 4 eligible trust types to own S-corp stock... Read More BusinessEstate PlanningRunning a BusinessTrustsEstate Management
6/25/2025 Smart strategies for saving for college and the future https://www.ubt.com/learning-center/blogs/smart-strategies-saving-college-and-future Planning for college involves understanding costs, starting early, setting goals, and exploring savings options like 529 plans. Read More PersonalBanking 101SavingsCollege Savings
3/28/2024 SECURE 2.0 permits midyear switch from SIMPLE to safe harbor https://www.ubt.com/learning-center/blogs/secure-20-permits-midyear-switch-simple-safe-harbor We walk through through the key features of a SIMPLE IRA. Read More BusinessRetirementRetirement Plan Sponsor
5/17/2021 Tips for choosing a financial advisor https://www.ubt.com/learning-center/blogs/tips-choosing-financial-advisor Choosing a financial advisor is a major life decision. So how do you go about the selection process? UBT has the answer. Read More PersonalFinancial Planning
2/11/2026 A recap of 2026’s Tune-Up Tuesdays series https://www.ubt.com/learning-center/blogs/recap-2026s-tune-tuesdays-series Every other Tuesday in January, we offered educational content. Watch the recaps here. Read More PersonalJourney
2/15/2023 Budgeting basics for healthier finances https://www.ubt.com/learning-center/blogs/budgeting-basics-healthier-finances Learn budgeting basics with UBT and get a closer look at one of the most powerful tools in your financial toolbox. Read More PersonalManaging Your MoneyFinancial Literacy
5/5/2025 A rising sibling-run bakery made their mark at the pop-up shop https://www.ubt.com/learning-center/blogs/rising-sibling-run-bakery-made-their-mark-pop-shop Alexa Carter and her sister Rylie launched Rising Rolls Baking Co. in June 2024, featuring their unique Chili Roll. Catch them at Union Bank Place. Read More PersonalSmall BusinessPop Up
6/26/2024 Collaboration is key for a church expansion plan https://www.ubt.com/learning-center/blogs/collaboration-key-church-expansion-plan UBT's Ryan Coleman discusses all the moving parts that must come together for a church to undergo an expansion or new building project. Read More BusinessRunning a BusinessChurch Loans