2/12/2025 The best time to take your RMD https://www.ubt.com/learning-center/blogs/best-time-take-your-rmd Timing your Required Minimum Distributions (RMDs) just right can be tricky, but it’s important to get it right to maximize your retirement benefits. Read More PersonalInvestingRetirement
3/7/2022 Santana Ticket Giveaway Disclosure https://www.ubt.com/santana-ticket-giveaway-disclosure Disclosure for UBT's ticket giveaway to Santana. Read More Personal
3/7/2022 The hidden costs of pet ownership https://www.ubt.com/learning-center/blogs/hidden-costs-pet-ownership Adding a furry friend to the family is wonderful, but also expensive. Take a look at just how much it might cost you. Read More PersonalManaging Your MoneyPets
3/8/2022 Laura Lyons https://www.ubt.com/about/directory/laura-lyons BusinessHealth Benefits Specialist
6/3/2022 Building A Dream: CL Construction https://www.ubt.com/neighbor/building-dream-cl-construction Starting a company is always a risk. But with UBT’s help, Chris founded three successful endeavors: CL Construction, CL Development, and Cupertino Airlines. Read More Personal
6/3/2022 Calling UBT “Home” https://www.ubt.com/neighbor/calling-ubt-home UBT helped the Ordunas quickly get prequalified for their dream home before they left for a vacation. Read More Personal
6/3/2022 Bank Grandson https://www.ubt.com/neighbor/bank-grandson Chase at UBT acted quick to help prevent a 92-year-old customer from being scammed out of $20,000. Read More Personal
6/6/2022 Estate planning and business succession planning: The lines blur with a family business https://www.ubt.com/learning-center/blogs/estate-planning-and-business-succession-planning-lines-blur-family-business Transferring a family business to the next generation requires a delicate balancing act. Read More PersonalEstate Planning
