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Guides

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7/12/2022

Heather

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  • Customer Support
7/30/2025

Best practices for banking while traveling

https://www.ubt.com/learning-center/blogs/best-practices-banking-while-traveling
For international travel, it’s important to have a money plan and make sure you and your bank are on the same page — or continent — with your travel plans.
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  • Personal
  • Managing Your Money
2/4/2025

Investing for growth in an HSA

https://www.ubt.com/learning-center/blogs/investing-growth-hsa
HSAs are a popular retirement savings vehicle for many reasons, the main one being the rising cost of healthcare for retirees.
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  • Personal
  • Investing
  • HSA
2/5/2025

Better together: Medicare and HSAs

https://www.ubt.com/learning-center/blogs/better-together-medicare-and-hsas
With rising healthcare costs and increases in life expectancy, taking a well-funded HSA into your retirement years is wise to cover the things Medicare doesn't.
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  • Omnify
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  • HSA
4/22/2024

Opening a business account

https://www.ubt.com/learning-center/guides/opening-business-account
Everything you need to know about opening an account for your business.
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  • Business
  • Running a Business
6/4/2025

10 tips for maximizing accounts payable

https://www.ubt.com/learning-center/blogs/10-tips-maximizing-accounts-payable
By combining best practices and technology, you and your team can make accounts payable work for you. Here are 10 tips to maximize your accounts payable.
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  • Business
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  • Business Banking
3/23/2022

A beneficiary designation or joint title can override your will

https://www.ubt.com/learning-center/blogs/beneficiary-designation-or-joint-title-can-override-your-will
Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan.
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  • Estate Planning
3/25/2022

Fatma Alnedawi

https://www.ubt.com/about/directory/fatma-alnedawi
  • Treasury Management
4/13/2022

What estate planning strategies are available for non-U.S. citizens?

https://www.ubt.com/learning-center/blogs/what-estate-planning-strategies-are-available-non-us-citizens
Estate tax planning can get complicated if you or your spouse is a nonresident alien.
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