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  • Personal
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Showing 301-310 of 547
9/27/2021

The importance of health savings accounts

https://www.ubt.com/learning-center/blogs/importance-health-savings-accounts
Learn how a Health Savings Account (HSA) can be an effective and flexible tool to bring down your health care costs.
Read More
  • Personal
  • Managing Your Money
  • HSA
  • Health Benefits
2/4/2025

Maximizing your money: The power of HSA accounts

https://www.ubt.com/learning-center/blogs/maximizing-your-money-power-hsa-accounts
A health savings account can positively affect an estate plan because its funds grow on a tax-deferred basis, potentially building wealth for heirs.
Read More
  • Personal
  • Estate Planning
  • HSA
5/1/2025

How much cash should you keep in your business checking account?

https://www.ubt.com/learning-center/blogs/how-much-cash-should-you-keep-your-business-checking-account
Striking the balance between liquidity and growth is essential for every business or nonprofit.
Read More
  • Business
  • Running a Business
  • Savings
10/9/2019

Protecting personal information and accounts

https://www.ubt.com/learning-center/blogs/protecting-personal-information-and-accounts
Now that the holiday season has come and gone, remember to be diligent in checking your credit card statements to ensure that all charges are legitimate.
Read More
  • Personal
  • Fraud Prevention
  • Fraud
  • Scams
  • Identity Protection
12/17/2025

Planning on making year-end gifts? Take advantage of your gift tax annual exclusion

https://www.ubt.com/learning-center/blogs/planning-making-year-end-gifts-take-advantage-your-gift-tax-annual-exclusion
Reduce your taxable estate by making annual exclusion gifts.
Read More
  • Personal
  • Estate Planning
3/2/2026

What is a money market account?

https://www.ubt.com/learning-center/blogs/what-money-market-account
A money market account is a versatile tool that has a whole host of benefits.
Read More
  • Personal
  • Managing Your Money
  • Savings
4/2/2026

What is RoundUp?

https://www.ubt.com/learning-center/blogs/what-roundup
If you have both checking and savings accounts with UBT, enrolling in our RoundUp program is an easy and painless way to save each time you use your debit card.
Read More
  • Personal
  • Managing Your Money
  • Savings
  • Budgeting
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.
Read More
  • Business
  • Estate Planning
  • Estate Planning
  • Estate Administration
  • Small Business
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.
Read More
  • Personal
  • Building Credit
  • Credit Card
8/16/2019

Starting a Family

https://www.ubt.com/goals/starting-family
Take a closer look at the true financial impact of having a child.
Read More
  • Personal
  • Managing Your Money

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