3/6/2023 Saving tips and tricks https://www.ubt.com/learning-center/blogs/saving-tips-and-tricks While saving money may not be painless, UBT can make it easier. Read More PersonalManaging Your MoneyBudgetingFinancial Literacy
1/22/2024 Budgeting with school loans https://www.ubt.com/learning-center/blogs/budgeting-school-loans Follow these tips from UBT to keep your budget on track when it comes to your student loans. Read More Managing Your MoneyLoansFinancial Literacy
6/25/2020 DOL issues final electronic delivery regulations https://www.ubt.com/learning-center/blogs/dol-issues-final-electronic-delivery-regulations The DOL recently issued final regulations addressing the electronic delivery of retirement plan notices. Read More BusinessRetirement Plan Sponsor
6/26/2020 Retirement rundown https://www.ubt.com/learning-center/guides/retirement-rundown Get familiar with the different types of retirement accounts and how to get started with help from UBT's Caitlin Moore. Read More PersonalManaging Your MoneyRetirementFinancial LiteracyRetirement
7/1/2020 Omnify Health Benefit Accounts Routing Number https://www.ubt.com/omnify-health-benefit-accounts-routing-number Omnify Health Benefit's routing number: 104914160. Read More PersonalHealth Benefits
7/7/2020 Charitable remainder trust is a win-win https://www.ubt.com/learning-center/blogs/charitable-remainder-trust-win-win A charitable remainder trust (CRT) provides a current tax deduction and leave the remainder to your favorite charity — all in one fell swoop. Read More PersonalEstate PlanningEstate ManagementEstate PlanningCommunity Commitment
3/1/2023 Proactive budgeting: the perks of planning ahead https://www.ubt.com/learning-center/blogs/proactive-budgeting-perks-planning-ahead If you have a working budget, but still find yourself paying last-minute bills you forgot about, let’s talk about proactive budgeting. Read More PersonalManaging Your MoneyFinancial LiteracyBudgeting
7/20/2020 Brett Oltman https://www.ubt.com/about/directory/brett-oltman Serving the Auburn area Read More BusinessAg Loan OfficerAg Loans
7/28/2020 Protect your assets against creditors with a trust https://www.ubt.com/learning-center/blogs/protect-your-assets-against-creditors-trust While trusts can certainly fill that role, they’re also useful for protecting assets, both now and later. Read More PersonalEstate Planning
7/28/2020 The truth about payday loans https://www.ubt.com/learning-center/blogs/truth-about-payday-loans Payday loans are typically short-term, low-amount loans that are easy to apply for and typically come due on the applicant’s next payday — hence the name. Read More PersonalManaging Your MoneyFinancial Literacy