12/21/2022 In your own words: A letter of instruction complements a will https://www.ubt.com/learning-center/blogs/your-own-words-letter-instruction-complements-will A letter of instruction can offer peace of mind to your family members during a time of emotional turmoil. But what should you address in your letter? Read More Estate Planning
4/8/2024 What is an adjustable-rate mortgage? https://www.ubt.com/learning-center/blogs/what-adjustable-rate-mortgage Fun acronyms notwithstanding, it seems like a lot of heavy lifting is required to understand ARMs when you’re exploring home loan options. Read More PersonalOwning a HomeMortgages
1/9/2023 Paper vs. paperless: Unpacking the myths https://www.ubt.com/learning-center/blogs/paper-vs-paperless-unpacking-myths Switching to paperless statements isn’t just good for account security, it’s also good for Mother Earth. Read More PersonalManaging Your Money
11/4/2021 Brittany Leapley https://www.ubt.com/about/directory/brittany-leapley Consumer Loan SpecialistPersonal Banker
11/8/2021 Do you have a will? https://www.ubt.com/learning-center/blogs/do-you-have-will It's important to set up a will when estate planning, even if you already have a revocable, or "living", trust. Read More PersonalEstate Planning
5/20/2026 Holiday-proofing your debit card https://www.ubt.com/learning-center/blogs/holiday-proofing-your-debit-card Make sure your debit card is set up to tackle the challenges of holiday travel and shopping. Read More PersonalDebit Card
11/17/2021 Inflation in today’s economy https://www.ubt.com/learning-center/blogs/inflation-todays-economy Prices rose by 0.9% in October and 6.2% over the past 12 months, the highest level since 1990. Read More PersonalInvesting
3/13/2023 Saving for regular expenses vs. an emergency https://www.ubt.com/learning-center/blogs/saving-regular-expenses-vs-emergency An emergency fund is a separate savings or bank account used to cover or offset unexpected expenses, whereas your regular savings are for planned expenses. Read More PersonalManaging Your MoneySavingsEmergency Fund
11/29/2021 Converting a traditional IRA to a Roth IRA can benefit your retirement and estate plans https://www.ubt.com/learning-center/blogs/converting-traditional-ira-roth-ira-can-benefit-your-retirement-and-estate Changing your traditional IRA to a Roth IRA can make a significant impact on your and estate planning and retirement plans. Read More PersonalEstate PlanningRetirement