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6/22/2020

Business succession as part of your estate plan

https://www.ubt.com/learning-center/blogs/business-succession-part-your-estate-plan

By starting early and planning carefully, however, it’s possible to resolve estate planning conflicts and transfer business in a tax-efficient manner.

Business
Estate Planning
Estate Planning
Estate Administration
Small Business

3/6/2023

Saving tips and tricks

https://www.ubt.com/learning-center/blogs/saving-tips-and-tricks

While saving money may not be painless, UBT can make it easier.

Personal
Managing Your Money
Budgeting
Financial Literacy

1/22/2024

Budgeting with school loans

https://www.ubt.com/learning-center/blogs/budgeting-school-loans

Follow these tips from UBT to keep your budget on track when it comes to your student loans.

Managing Your Money
Loans
Financial Literacy

7/1/2020

Omnify Health Benefit Accounts Routing Number

https://www.ubt.com/omnify-health-benefit-accounts-routing-number

Omnify Health Benefit's routing number: 104914160.

Personal
Health Benefits

3/1/2023

Proactive budgeting: the perks of planning ahead

https://www.ubt.com/learning-center/blogs/proactive-budgeting-perks-planning-ahead

If you have a working budget, but still find yourself paying last-minute bills you forgot about, let’s talk about proactive budgeting.

Personal
Managing Your Money
Financial Literacy
Budgeting

7/20/2020

Brett Oltman

https://www.ubt.com/about/directory/brett-oltman

Serving the Auburn area

Business
Ag Loan Officer
Ag Loans

7/28/2020

The truth about payday loans

https://www.ubt.com/learning-center/blogs/truth-about-payday-loans

Payday loans are typically short-term, low-amount loans that are easy to apply for and typically come due on the applicant’s next payday — hence the name.

Personal
Managing Your Money
Financial Literacy

8/5/2020

Nathan Lindley

https://www.ubt.com/about/directory/nathan-lindley

Business
Commercial Lending

8/14/2020

Kristine Herzberg

https://www.ubt.com/about/directory/kristine-herzberg

Industry experience since 2019

Business
Health Benefits Specialist
Health Benefits

8/27/2020

Employer Sponsored Accounts

https://www.ubt.com/personal/employer-sponsored-accounts

UBT helps many businesses with their employee benefits package. If your employer utilizes UBT, you can find information about these accounts and logging in here

Personal
Omnify