9/10/2021 3 essential estate planning strategies not to be ignored https://www.ubt.com/learning-center/blogs/3-essential-estate-planning-strategies-not-be-ignored Consider taking advantage of an ILIT, a credit shelter trust, and a gifting strategy when making estate preparations. Read More PersonalEstate PlanningTaxesCharitable Gift Planning
9/13/2021 Completing your paperless statement enrollment https://www.ubt.com/learning-center/blogs/completing-your-paperless-statement-enrollment Instructions on how to opt in to receive digital e-Statements instead of paper account statements. Read More PersonalManaging Your Money
9/13/2021 Avoid overdrafts using alerts in UBTgo https://www.ubt.com/learning-center/blogs/avoid-overdrafts-using-alerts-ubtgo Properly utilizing alerts on UBTgo can help you manage your money and avoid overdrafts on your accounts. Read More PersonalUBTgoBudgeting
8/30/2022 Accounting for inflation in your retirement plan https://www.ubt.com/learning-center/blogs/accounting-inflation-your-retirement-plan There are many things to think about when planning for your retirement. Make sure accounting for inflation is one of them. Read More PersonalRetirement
9/20/2021 Omnify Employee Benefits Testimonials https://www.ubt.com/business/employee-benefits/omnify-employee-benefits/testimonials See what current clients of Omnify Health Benefits have to say about the service. Read More Business
9/24/2021 Is your power of attorney for property powerful enough? https://www.ubt.com/learning-center/blogs/your-power-attorney-property-powerful-enough Revisit your estate plan to ensure the power of attorney is still relevant, timely, and actionable. Read More PersonalEstate PlanningTrusts
9/27/2021 The importance of health savings accounts https://www.ubt.com/learning-center/blogs/importance-health-savings-accounts Learn how a Health Savings Account (HSA) can be an effective and flexible tool to bring down your health care costs. Read More PersonalManaging Your MoneyHSAHealth Benefits
9/27/2021 Budget reconciliation process may include retirement plan changes https://www.ubt.com/learning-center/blogs/budget-reconciliation-process-may-include-retirement-plan-changes Stay up to date on the latest retirement legislation introduced by the House Ways and Means Committee. Read More RetirementTaxesRetirement Plan Sponsor