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Choosing a financial advisor is a major life decision. So how do you go about the selection process? UBT has the answer.

What is the difference between advice and education? It might not seem like a big deal, but each term has real implications that you should understand.

What sets UBT apart from other banks? Read on to learn more.

The values we live by at Union Bank are: we care about our customers, we care about each other, and we care about the community. -Angie Muhleisen, CEO

If you’ve ever wondered what underwriting is and why it’s done, we’re here to make it easier to understand.

Between mobile, drive-thru, and traditional brick-and-mortar branches, we have options from which to choose when it comes to managing your finances.

We break down the SECURE 2.0 Act of 2022 (“SECURE 2.0”) important changes affecting Roth accounts in employer-sponsored retirement plans.

Got your first job? Congrats! Track income and expenses, save smart, and budget wisely to stay financially stable. Click to learn how.

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