Financial Planning

Product Tabs

Resources

Retirement for Women: Facts & Strategies (but for men, too)

The savings suggestions written here follow a discussion of certain facts about women and finances. However, these savings strategies will work just as well for men.

Ask UIMG: Capital Gains & Fiscal Cliff

How will capital gains tax be affected if we fall off the fiscal cliff?

Ask UIMG: Domestic & International Equities

With the stock portion of my 401(k) investments what percentage do you suggest be invested in domestic equities and what percentage in international equities?

3 Steps to Growing & Preserving Your Wealth

Growing and preserving your wealth should be an ongoing priority. These three steps will help you secure your financial future.

Your Retirement Game Plan

This podcast discusses the importance of making a game plan for the retirement you desire, then sticking to it to ensure your long-term success.

Your Retirement: A Look at the Numbers

Trying to put a number on the total nest egg you need for retirement can be a daunting task, but these benchmarks can provide some ballpark figures to get you thinking.

Climbing the Ladder to Financial Freedom

No matter what your age or stage of life may be, it's important to build a sound financial ladder so you can reach your future goal of a financially secure retirement.

Don't Delay Your Estate Plan!

Are you are a young professional?  Do you have young children or are you expecting them? If so, now is the perfect time to create your first basic estate plan.

Who Will Settle Your Estate?

Have you considered what your personal representative (executor) will be required to do? Winding up the financial affairs of any individual’s lifetime is not a simple process.

Women & Finances

While all investors should develop a system which helps them organize, analyze, and plan their finances, the comprehensive financial planning needs of women can be unique.

Common 401(k) Mistakes

This podcast highlights some of the most common mistakes we make with our 401(k)s, and how to avoid them.

Simply Invest Powered by Betterment

A new and easy way to invest. If your goal is to save more for the future, or potentially improve your returns, Union Bank & Trust now offers Simply Invest powered by Betterment.

Get Organized: Complete a Financial Inventory

It's nice to end the year on the right foot, and in order to do so you'll want to revisit your financial big picture by assessing your assets, debts, and investments

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.