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Showing 581-590 of 1049
5/5/2023

What to know about loan-level pricing adjustments

https://www.ubt.com/learning-center/blogs/what-know-about-loan-level-pricing-adjustments
In this helpful article, we will give you some background on LLPA, get to what may be the source of some of the confusion, and cover the changes as they relate
Read More
  • Personal
  • Owning a Home
  • Mortgages
  • Loans
5/8/2023

Omnify Training Video

https://www.ubt.com/learning-center/videos/omnify-training-video
Omnify presents a training video for our COBRA platform.
Read More
  • Business
  • Omnify
12/28/2023

Susa’s Sweets: Our first pop-up shop satisfied Lincoln’s sugar cravings

https://www.ubt.com/learning-center/blogs/susas-sweets-our-first-pop-shop-satisfied-lincolns-sugar-cravings
. We’re excited to announce that Susa’s Sweets and Balloons will be the first local business to take up residency in this pop-up space at Union Bank Place.
Read More
  • Business
  • Pop Up
  • Small Business
11/2/2023

Owning assets jointly with a child may not be the right estate planning strategy

https://www.ubt.com/learning-center/blogs/owning-assets-jointly-child-may-not-be-right-estate-planning-strategy
Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy.
Read More
  • Personal
  • Estate Planning
11/3/2023

Two estate planning documents working in tandem: A living trust and a pour-over will

https://www.ubt.com/learning-center/blogs/two-estate-planning-documents-working-tandem-living-trust-and-pour-over-will
When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward assets.
Read More
  • Personal
  • Estate Planning
11/6/2023

SECURE 2.0 Webinar: What's Coming in 2024

https://www.ubt.com/learning-center/videos/secure-20-webinar-whats-coming-2024
The second of UBT's two-part series on SECURE 2.0 from March 29, 2023. The webinar addressed key provisions of SECURE 2.0 relating to employer-sponsored plans.
Read More
  • Business
  • Employee Benefits
11/29/2023

What should you ask your financial advisor?

https://www.ubt.com/learning-center/blogs/what-should-you-ask-your-financial-advisor
When meeting with a financial advisor, you want to be asking specific-to-you questions that are designed to complement the ones your advisor might ask you.
Read More
  • Banking 101
  • Financial Planning
11/9/2023

Malinie Staben, Residential Construction Lender

https://www.ubt.com/malinie-staben-residential-construction-lender
  • Personal
  • Construction Loans
12/14/2023

SIMPLE IRA: A retirement option for your employees

https://www.ubt.com/learning-center/blogs/simple-ira-retirement-option-your-employees
SIMPLE IRA's are a low-cost option that allows employees to establish retirement savings and reap all the benefits of pre-tax contributions.
Read More
  • Personal
  • Retirement
  • IRA
11/27/2023

What to consider before pulling from your investments

https://www.ubt.com/learning-center/blogs/what-consider-pulling-your-investments
Life can be unpredictable, and sometimes, it may make sense to tap into your investments.
Read More
  • Personal
  • Investing
  • Banking 101

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