2/6/2024 Tune Up Your Finances: Time for a Retirement Check-In https://www.ubt.com/learning-center/videos/tune-your-finances-time-retirement-check TJ Hansen talks binder approach, FRAs, RMDs, supplementing Social Security income, and the importance of asset allocation both before and during retirement Read More PersonalRetirementRetirement
2/29/2024 Local legend: How LG Searcey found success in football and finance https://www.ubt.com/learning-center/blogs/local-legend-how-lg-searcey-found-success-football-and-finance LG Searcey has been a pillar of UBT since the mid-90s. He's made an impact on our customers and community. Read more about his story. Read More PersonalCommunity Commitment
2/10/2024 Valentine's Day Facebook Giveaway Disclosure https://www.ubt.com/valentines-day-facebook-giveaway-disclosure Personal
2/15/2024 Is it time to review your beneficiary designations? https://www.ubt.com/learning-center/blogs/it-time-review-your-beneficiary-designations To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations. Read More PersonalEstate Planning
3/11/2024 Revitalize your finances: A spring cleaning guide from UBT https://www.ubt.com/learning-center/blogs/revitalize-your-finances-spring-cleaning-guide-ubt Spring is a time to start fresh. Like our living spaces, our finances could use some tidying up, too. Read More PersonalBudgeting
3/20/2024 Turning your tax return into seed money https://www.ubt.com/learning-center/blogs/turning-your-tax-return-seed-money If you’ve ever had dreams of business ownership, your tax return might end up being great seed money for a new business venture. Read More BusinessRunning a BusinessSmall BusinessSmall Business Loan
10/29/2024 Fund transfers made easy through UBTgo https://www.ubt.com/learning-center/guides/fund-transfers-made-easy-through-ubtgo Check out this guide for how to set up one-time or recurring transfers in UBTgo Read More PersonalManaging Your MoneyUBTgo
3/7/2024 Rosa Valle-Lopez https://www.ubt.com/about/directory/rosa-valle-lopez Construction Loan Officer
