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10/8/2019

Investment HSA

https://www.ubt.com/business/employee-benefits/omnify-health-benefits/health-savings-accounts/investment-hsa

Opening an Investment HSA gives you access to reputable mutual fund families selected by UBT experts. Once you reach the $500 minimum investment threshold you h

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Personal
HSA
Omnify

10/9/2019

The Busy Years Checklist

https://www.ubt.com/learning-center/guides/busy-years-checklist

Many of life’s biggest milestones occur during your 30s to 50s — whether it's having children, buying a home, or aging parents. Here's how you can prioritize.

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Personal
Retirement
Mid-Career

10/9/2019

Approaching Retirement Checklist

https://www.ubt.com/learning-center/guides/approaching-retirement-checklist

Your 50s and 60s are an empowering time — and a time of transition. Here's how to best plan for your upcoming retirement.

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Personal
Approaching Retirement

10/9/2019

Ready for Retirement Checklist

https://www.ubt.com/learning-center/guides/ready-retirement-checklist

Congratulations! Now that you have reached, or are nearing the milestone of retirement, planning for your future doesn't end.

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Personal
In Retirement

10/9/2019

Be Watchful When Using an ATM

https://www.ubt.com/learning-center/blogs/be-watchful-when-using-atm

The reports of ATM skimming in our area involve a certain type of ATM that is not used by Union Bank and have not involved users of Union Bank ATMs.

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Personal
Fraud Prevention
Fraud
Scams

10/9/2019

Fake Check and Wire Transfer Scam Prevention Tips

https://www.ubt.com/learning-center/blogs/fake-check-and-wire-transfer-scam-prevention-tips

Here are some tips for keeping your money safe

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Personal
Fraud Prevention
Fraud

2/7/2023

Credit Reports & Identity Protection

https://www.ubt.com/learning-center/guides/credit-reports-identity-protection

To dispute information in your credit report, you may contact each of the three major credit bureaus.

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Personal
Fraud Prevention
Fraud

10/9/2019

IRS Imposter Scams

https://www.ubt.com/learning-center/videos/irs-imposter-scams

How to spot scammers who pretend to be IRS officials to get you to send them money.

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Personal
Fraud Prevention
Scams
Identity Protection

10/9/2019

Online Romance Imposter Scams

https://www.ubt.com/learning-center/videos/online-romance-imposter-scams

Imposters promise romance to users of online dating sites to trick them into sending money.

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Personal
Fraud Prevention
Scams

10/9/2019

Family Emergency Imposter Scams

https://www.ubt.com/learning-center/videos/family-emergency-imposter-scams

Imposters claim to be friends or family in distress to trick consumers into wiring money.

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Personal
Fraud Prevention
Scams
Identity Protection