8/29/2019 Jan Sheridan https://www.ubt.com/about/directory/jan-sheridan Jan looks forward to helping you meet your business goals. Read More BusinessBusiness BankerTreasury Management
12/30/2019 Mike Hansen https://www.ubt.com/about/directory/mike-hansen BusinessBusiness BankerCommercial Lending
7/27/2022 Journey looks at estate planning for the sandwich generation https://www.ubt.com/learning-center/blogs/journey-looks-estate-planning-sandwich-generation The sandwich generation faces a unique set of circumstances that can make financial planning tricky. We offer some tips. Read More RetirementJourney
1/6/2025 Accounting for inflation in your retirement plan https://www.ubt.com/learning-center/blogs/accounting-inflation-your-retirement-plan There are many things to think about when planning for your retirement. Make sure accounting for inflation is one of them. Read More PersonalRetirement
10/27/2022 Journey explores Medicare open enrollment readiness https://www.ubt.com/learning-center/blogs/journey-explores-medicare-open-enrollment-readiness Recap of our recent webinar exploring Medicare readiness for open enrollment. Read More PersonalJourney
12/17/2025 Benefits enrollment season: What you need to know https://www.ubt.com/learning-center/blogs/benefits-enrollment-season-what-you-need-know Learn what benefits enrollment season means, why it matters, and how Omnify makes choosing health, dental, and savings plans simple and stress-free. Read More BusinessHealth BenefitsOmnifyEmployee Benefits
9/24/2019 HSA Qualified Expenses https://www.ubt.com/learning-center/guides/hsa-qualified-expenses HSA Qualified Medical, Dental & Vision Expenses. Below is a quick reference list of expenses that can be reimbursed from a Health Savings Account. Read More PersonalHSA
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. Read More Estate PlanningTaxes
