12/5/2023 Managing a six-figure income https://www.ubt.com/learning-center/blogs/managing-six-figure-income Even six-figure earners can struggle with financial issues. Striking a balance between your new lifestyle and under-control debt can be difficult. Read More PersonalManaging Your MoneyDebtBudgeting
12/20/2023 The better way to pay: Ready Loan or credit card? https://www.ubt.com/learning-center/blogs/better-way-pay-ready-loan-or-credit-card When should you get a personal loan vs. using a credit card? We take a closer look at your options, including our collateral-free Ready Loans. Read More Managing Your MoneyLoansPersonal LoansCredit Card
12/11/2023 Holiday Pet Social Contest Disclosure https://www.ubt.com/holiday-pet-social-contest-disclosure Personal
12/12/2023 Higher interest rates spark interest in charitable remainder trusts https://www.ubt.com/learning-center/blogs/higher-interest-rates-spark-interest-charitable-remainder-trusts Charitable remainder trusts can be especially effective in a high-interest-rate environment, such as right now. Find out why. Read More PersonalEstate Planning
12/13/2023 Retirement Chat: Account Security https://www.ubt.com/learning-center/podcasts/retirement-chat-account-security Caitlin sits down with Kristy, VP of Client Services here at UBT to discuss account security and the ability to have someone act on your behalf. Read More PersonalRetirement
9/13/2022 Taking distributions from your 401k or retirement plan https://www.ubt.com/learning-center/podcasts/taking-distributions-your-401k-or-retirement-plan Jason sits down with Kristy of Retirement Plan Services to discuss taking distributions from your 401k or retirement plan. Read More PersonalRetirement
9/15/2022 Brittany Planos https://www.ubt.com/about/directory/brittany-planos PersonalFinancial Literacy Coach
10/4/2022 When should your savings account funds be invested? https://www.ubt.com/learning-center/blogs/when-should-your-savings-account-funds-be-invested Knowing how much to keep in a savings account and what to invest is tricky, so we’re here to break it down for you. Read More PersonalOnline InvestingSavings
9/28/2022 Ready to close your home loan? Consider the benefits of eClosing https://www.ubt.com/learning-center/blogs/ready-close-your-home-loan-consider-benefits-eclosing eClosing streamlines the home loan process by giving the borrower smart, interactive electronic options for the closing process. Read More PersonalOwning a HomeMortgages
7/6/2023 Exploring your options for college savings https://www.ubt.com/learning-center/blogs/exploring-your-options-college-savings Knowing what kind of college savings accounts exist can take some of the stress out of starting to save for those higher education years. Read More PersonalManaging Your MoneyEarly Years