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
11/10/2021 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
4/17/2023 How often should you review your estate plan? https://www.ubt.com/learning-center/blogs/how-often-should-you-review-your-estate-plan As year end approaches, it’s a good time to review your estate plan. Here’s what to consider. Read More PersonalEstate Planning
12/8/2021 Hands On vs Hands Off Investing https://www.ubt.com/learning-center/videos/hands-vs-hands-investing For some investors, a hands-on approach makes sense. For others, hands off is the way to go. See which one is right for you. Read More PersonalInvestingRetirement
1/22/2024 What is an RMD? https://www.ubt.com/learning-center/blogs/what-rmd As you approach your retirement years, take some time to familiarize yourself with RMD, or required minimum distribution. Read More PersonalRetirementApproaching RetirementRetirement
