11/30/2023 Naming a guardian is critical for parents of young children https://www.ubt.com/learning-center/blogs/naming-guardian-critical-parents-young-children Choosing a guardian for your young children is one of the most important estate planning decisions you must make. Read More PersonalEstate Planning
8/6/2019 Planning for Retirement https://www.ubt.com/learning-center/retirement Whether you want to retire early or just want peace of mind about retirement decisions, this learning center has resources created by UBT's retirement educators Read More PersonalRetirement
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
