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Single mom Jillian Houston recently passed away leaving behind eight children. Her oldest son Matt Bennett has stepped up to help care for his younger siblings.

Personal
Community Commitment
Magic Moments

6/22/2020

Business succession as part of your estate plan

https://www.ubt.com/learning-center/blogs/business-succession-part-your-estate-plan

By starting early and planning carefully, however, it’s possible to resolve estate planning conflicts and transfer business in a tax-efficient manner.

Business
Estate Planning
Estate Planning
Estate Administration
Small Business

11/1/2023

Shop local this holiday season

https://www.ubt.com/learning-center/blogs/shop-local-holiday-season

From a fun experience to unique gifts — consider the many advantages to shopping locally this holiday season.

Business
Credit Card

11/1/2021

Rewards or cash back? A benefit breakdown

https://www.ubt.com/learning-center/blogs/rewards-or-cash-back-benefit-breakdown

If you're wondering if you should choose a credit card with rewards points or cash back, we'll break down the benefits of both and provide another option.

Personal
Building Credit
Credit Card

3/6/2023

How much will I need to save for a major purchase?

https://www.ubt.com/how-much-will-i-need-save-major-purchase

Saving for a big purchase? Use this calculator to help determine how much to save.

Personal
Calculator
Savings

10/8/2019

Investment HSA

https://www.ubt.com/business/employee-benefits/omnify-health-benefits/health-savings-accounts/investment-hsa

Opening an Investment HSA gives you access to reputable mutual fund families selected by UBT experts. Once you reach the $500 minimum investment threshold you h

Personal
HSA
Omnify

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