3/2/2023 Fund Your Dreams https://www.ubt.com/goals/five-principles-financial-wellness/fund-your-dreams Learn more about how fund some of life's biggest expenses. Read More PersonalManaging Your Money
9/22/2022 Health Insurance https://www.ubt.com/careers/insurance-benefits/health-insurance Choose a health plan that fits you best. Read More Personal
7/1/2024 Emergency Funds https://www.ubt.com/goals/emergency-funds Being prepared for the unexpected can be make or break your financial future. Here we walk through how to create an emergency fund. Read More PersonalManaging Your MoneyEmergency Fund
7/3/2025 Keeping your retirement plan document current https://www.ubt.com/learning-center/blogs/keeping-your-retirement-plan-document-current John Nownes gives a reminder on the importance of maintaining current documents that comply with laws surrounding 401(k) and 403(b) plans. Read More BusinessRetirement Plan Sponsor
8/31/2023 IRS Issues Two-Year Roth Catch-Up Contribution Relief https://www.ubt.com/learning-center/blogs/irs-issues-two-year-roth-catch-contribution-relief The IRS has issued Notice 2023-62, providing relief in connection with the SECURE 2.0 requirements around catch-up contributions for higher-paid participants. Read More BusinessRetirementRetirement Plan Sponsor
3/19/2020 Retirement Plan Sponsor Learning Center https://www.ubt.com/learning-center/retirement-plan-sponsor-learning-center Manage your company's retirement plan (401(k) or 403(b)) by leveraging our resources. Most are created by our ERISA specialist. Read More Business
9/10/2019 How much will my fixed rate home loan payment be? https://www.ubt.com/how-much-will-my-fixed-rate-home-loan-payment-be This calculator computes the payments (principal and interest) for a fixed rate loan. Read More PersonalMortgages
6/26/2024 Is your church prepared to apply for a loan? https://www.ubt.com/learning-center/blogs/your-church-prepared-apply-loan UBT's Ryan Coleman discusses important points churches will need to consider when preparing to request a loan from a financial institution. Read More BusinessRunning a BusinessChurch Loans
11/15/2019 How much should I save each month? https://www.ubt.com/how-much-should-i-save-each-month Use this calculator to determine how much you should save each month. Read More PersonalSavingsEmergency Fund
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. Read More PersonalCalculatorSavings
