2/6/2024 Tune Up Your Finances: Time for a Retirement Check-In https://www.ubt.com/learning-center/videos/tune-your-finances-time-retirement-check TJ Hansen talks binder approach, FRAs, RMDs, supplementing Social Security income, and the importance of asset allocation both before and during retirement Read More PersonalRetirementRetirement
2/6/2024 Omnify Benefit Solutions Forum https://www.ubt.com/omnify-forum Meet the key note speakers for the Omnify Benefit Solutions Forum Read More Personal
2/10/2024 Valentine's Day Facebook Giveaway Disclosure https://www.ubt.com/valentines-day-facebook-giveaway-disclosure Personal
2/15/2024 Is it time to review your beneficiary designations? https://www.ubt.com/learning-center/blogs/it-time-review-your-beneficiary-designations To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations. Read More PersonalEstate Planning
8/9/2019 Directory https://www.ubt.com/about/directory At UBT, people don't have your money - your money has people. Real people like these. Read More PersonalTreasury Management
2/23/2023 Budget automation: Put your bills on autopilot https://www.ubt.com/learning-center/blogs/budget-automation-put-your-bills-autopilot More advanced budgeters can employ these autopilot tactics and budgeting no-brainers at the outset of the month to do a bit of financial coasting. Read More PersonalManaging Your MoneyBudgeting
2/28/2023 I'm Not Interested https://www.ubt.com/im-not-interested Thanks for letting us know you're not interested in this topic. Read More Personal
2/28/2023 Differentiating needs vs. wants in your budget https://www.ubt.com/learning-center/blogs/differentiating-needs-vs-wants-your-budget Learn how to account for your needs and wants in your budget to help achieve your financial goals. Read More PersonalManaging Your MoneyBudgeting
