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10/3/2023

SECURE 2.0 brings plan changes in 2024

https://www.ubt.com/learning-center/blogs/secure-20-brings-plan-changes-2024

Check out the provisions to SECURE 2.0 that go into effect in 2024.

Personal
Retirement

9/23/2024

Smarter in September: Our virtual series recap

https://www.ubt.com/learning-center/blogs/smarter-september-our-virtual-series-recap

Revisit our popular Smarter in September series, by UBT's Journey.

Personal
Journey

10/6/2023

John Sutera, Wealth Management

https://www.ubt.com/john-sutera-wealth-management

John Sutera, Senior Wealth Advisor for Union Bank & Trust in Omaha, takes a personal approach to serving clients. So much so, many of them consider him family.

Personal
Wealth Management

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

10/10/2023

10 ways to use extra money

https://www.ubt.com/learning-center/blogs/10-ways-use-extra-money

Have some extra money? Lucky! Explore 10 ways to put your found money to good use, often securing your financial future in the process.

Personal
Managing Your Money
Budgeting

10/17/2023

Payable-on-death accounts require careful coordination with your estate plan

https://www.ubt.com/learning-center/blogs/payable-death-accounts-require-careful-coordination-your-estate-plan

If you’re looking for an easy way to transfer assets outside of probate, payable-on-death accounts might be right for you. Just beware of potential pitfalls.

Personal
Estate Planning

10/19/2023

10 ways to teach kids about money management

https://www.ubt.com/learning-center/blogs/10-ways-teach-kids-about-money-management

We put together 10 tips to help you help your offspring save, spend, and allocate funds wisely.

Personal
Managing Your Money
Banking 101

11/16/2023

Weighing the pros and cons of dividends

https://www.ubt.com/learning-center/blogs/weighing-pros-and-cons-dividends

Our expert has parsed out the advantages of both dividends and non-dividend-paying stock so that you’re well-educated when you’re presented with options.

Investing
Markets

12/7/2023

Home improvement buzz with Luis Hong of Shaddai

https://www.ubt.com/learning-center/blogs/home-improvement-buzz-luis-hong-shaddai

We chatted with Lincoln-based general contractor, Luis Hong, to learn more about what his customers home improvement projects have been lately.

Personal
Owning a Home
Home Equity
Loans

10/26/2023

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