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8/18/2022

A Connected Community Corner

https://www.ubt.com/neighbor/connected-community-corner

Three neighbors, three woman-owned small businesses, three friends. Check out the powerhouse trio on Prescott Ave.

Personal

10/6/2023

Should you name a family member as your executor?

https://www.ubt.com/learning-center/blogs/should-you-name-family-member-your-executor

Your choice of a family member to be your estate’s executor may not be the best option.

Personal
Estate Planning

6/24/2019

Stein Mach

https://www.ubt.com/about/directory/stein-mach

Providing you with a great mortgage loan experience is all about developing personal relationships and delivering outstanding customer service from application to closing.

Personal
Home Loan Officer

7/25/2025

Nondiscrimination testing in Section 125 cafeteria plans

https://www.ubt.com/learning-center/blogs/nondiscrimination-testing-section-125-cafeteria-plans

Since cafeteria plans allow for pre-tax contributions, it’s vital to keep them compliant with IRS law with thorough Section 125 testing .

Personal
Omnify
Health Benefits

9/7/2022

HSA Day: Celebrating the benefits of health savings accounts

https://www.ubt.com/learning-center/blogs/hsa-day-celebrating-benefits-health-savings-accounts

October 15 is National HSA Day. Let's put on our party hats and discuss reasons to celebrate HSA Day.

Personal
Investing
HSA

6/5/2023

10 mistakes new business owners should avoid

https://www.ubt.com/learning-center/blogs/10-mistakes-new-business-owners-should-avoid

Avoid these 10 common mistakes when starting and running a small business.

Personal
Running a Business
Small Business

3/15/2023

Planning for the Future

https://www.ubt.com/goals/five-principles-financial-wellness/planning-future

Retirement is the final destination in your financial lifecycle. Learn more about how to make the most out of your retirement.

Personal
Retirement

9/3/2019

Barb Bulow

https://www.ubt.com/about/directory/barb-bulow

My commitment to my customers is unwavering; building relationships is my top priority.

Personal
Home Loan Officer

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