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8/31/2023

Why your company’s retirement plan strategy should include HSAs

https://www.ubt.com/learning-center/blogs/why-your-companys-retirement-plan-strategy-should-include-hsas

Level up your employees' benefits package by offering a health savings account (HSA) option.

Business
Running a Business
Omnify
HSA
Benefits Packages
Retirement Plan Sponsor

8/31/2023

IRS Issues Two-Year Roth Catch-Up Contribution Relief

https://www.ubt.com/learning-center/blogs/irs-issues-two-year-roth-catch-contribution-relief

The IRS has issued Notice 2023-62, providing relief in connection with the SECURE 2.0 requirements around catch-up contributions for higher-paid participants.

Business
Retirement
Retirement Plan Sponsor

9/18/2023

It’s foundational: The 5 building blocks of investing

https://www.ubt.com/learning-center/blogs/its-foundational-5-building-blocks-investing

A strong investment portfolio is built on strong investing blocks. We walk through 5 blocks to help your investments be successful.

Personal
Investing

9/12/2023

A special connection to Union Bank Place

https://www.ubt.com/neighbor/special-connection-to-union-bank-place

Carolyn Shuerman worked at NBC the year they moved into the ionic I.M. Pei building on 13th and O Street in 1976. Read more about her experience.

Personal
Journey
Community Commitment

8/6/2019

Owning a Home

https://www.ubt.com/learning-center/owning-home

Whether you're buying for the first time or you've owned a home for years, we have resources to help you with the financial power of owning a home.

Personal
Mortgages
Home Equity

9/14/2023

The Big Give anniversary check-in

https://www.ubt.com/learning-center/blogs/big-give-anniversary-check

In fall of 2022, we gave 10 local nonprofits $100,000 each. Let's check in with them to see how they've incorporated the funds into our community.

Personal

10/4/2023

Good, better, and best practices for all rate environments

https://www.ubt.com/learning-center/blogs/good-better-and-best-practices-all-rate-environments

Rates go up, and rates come back down. Knowing how to navigate them to your advantage either way can mean the difference between making and losing money.

Personal
Managing Your Money
Investing
Loans
Topical

9/22/2023

An art collection is a special asset to account for in an estate plan

https://www.ubt.com/learning-center/blogs/art-collection-special-asset-account-estate-plan

You have a few choices to accommodate your art collection in your estate plan. Learn about three options here.

Personal
Estate Planning

9/28/2023

Sean Blocher

https://www.ubt.com/about/directory/sean-blocher

Business
Business Banker
Small Business Banker

9/29/2023

Smarter in September: Smarter Decluttering

https://www.ubt.com/learning-center/videos/smarter-september-smarter-decluttering

Join us for a senior relocation pro’s practical tips and inspiration to send you sorting through your belongings and undergoing your own rightsizing journey.

Personal