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11/17/2021

Inflation in today’s economy

https://www.ubt.com/learning-center/blogs/inflation-todays-economy

Prices rose by 0.9% in October and 6.2% over the past 12 months, the highest level since 1990.

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Personal
Investing

1/23/2023

Avoid overpaying taxes on nondeductible IRA contributions

https://www.ubt.com/learning-center/blogs/avoid-overpaying-taxes-nondeductible-ira-contributions

Get clarity on how to file taxes for your investments.

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Estate Planning
Taxes

3/14/2024

Take care of a loved one who has special needs with a special needs trust

https://www.ubt.com/learning-center/blogs/take-care-loved-one-who-has-special-needs-special-needs-trust

A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules.

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Personal
Estate Planning

9/29/2023

Smarter in September: Smarter Decluttering

https://www.ubt.com/learning-center/videos/smarter-september-smarter-decluttering

Join us for a senior relocation pro’s practical tips and inspiration to send you sorting through your belongings and undergoing your own rightsizing journey.

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Personal

7/7/2023

Beyond volleyball and basketball: UBT’s Sports Complex builds community

https://www.ubt.com/learning-center/videos/beyond-volleyball-and-basketball-ubts-sports-complex-builds-community

Take a look at the new UBT Sports Complex in Omaha, Nebraska.

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Personal
Community Commitment

10/1/2025

IRS issues final regulations on catch-up contributions

https://www.ubt.com/learning-center/blogs/irs-issues-final-regulations-catch-contributions

IRS finalizes SECURE 2.0 rules on Roth catch-up contributions for high earners, with key changes and compliance starting in 2026.

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Business
Retirement Plan Sponsor

10/6/2023

John Sutera, Wealth Management

https://www.ubt.com/john-sutera-wealth-management

John Sutera, Senior Wealth Advisor for Union Bank & Trust in Omaha, takes a personal approach to serving clients. So much so, many of them consider him family.

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Personal
Wealth Management

9/3/2019

Tami Wolford

https://www.ubt.com/about/directory/tami-wolford

No matter where you are in the home-buying process, I can help you find the right mortgage for your unique situation.

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Personal
Home Loan Officer

8/19/2024

How to sign up for paperless statements

https://www.ubt.com/learning-center/guides/how-sign-paperless-statements

Paperless statements from Union Bank & Trust are a simple and secure way to maintain your checking or savings accounts.

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Personal
Managing Your Money
Online Banking

3/4/2022

Clarity counts when it comes to estate planning documents

https://www.ubt.com/learning-center/blogs/clarity-counts-when-it-comes-estate-planning-documents

Ambiguous language in your estate plan may lead to family disputes after your death.

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Estate Planning
Personal Trust