9/29/2022 Simply Basic https://www.ubt.com/personal/checking/simply-basic Our Simply Basic checking account gives you loads of great benefits, like online banking and a free debit card, without the things you don't need. Read More Personal
10/12/2022 Your online home loan application questions answered https://www.ubt.com/learning-center/blogs/your-online-home-loan-application-questions-answered We walk through the most commonly asked questions about online applications, then help you gather what you’ll need to get started. Read More PersonalOwning a HomeMortgages
10/14/2022 2022 Smarter in September: Our Zoom series recap https://www.ubt.com/learning-center/blogs/2022-smarter-september-our-zoom-series-recap In September, UBT’s Journey team hosted the third run of our popular Smarter in September series. Read More PersonalJourney
10/17/2022 Cooper & Co Giveaway Rules https://www.ubt.com/cooper-co-giveaway-rules Official rules for the Cooper & Co giveaway Read More Personal
10/27/2022 Journey explores Medicare open enrollment readiness https://www.ubt.com/learning-center/blogs/journey-explores-medicare-open-enrollment-readiness Recap of our recent webinar exploring Medicare readiness for open enrollment. Read More PersonalJourney
11/8/2022 Estate planning vocab 101: Executor and trustee https://www.ubt.com/learning-center/blogs/estate-planning-vocab-101-executor-and-trustee Two key estate planning terms you need to know are “executor” and “trustee.” Read More PersonalEstate PlanningEstate Planning
11/10/2022 Sarah Endacott https://www.ubt.com/about/directory/sarah-endacott PersonalPersonal TrustTrust ProfessionalWealth Management
5/2/2023 How to save when saving is hard https://www.ubt.com/learning-center/blogs/how-save-when-saving-hard Check out these tips for how to save money and budget when you're living paycheck to paycheck. Read More Managing Your MoneyBudgeting
11/15/2022 Holiday Pet Contest Disclosure https://www.ubt.com/holiday-pet-contest-disclosure Personal
11/21/2022 Annual gift tax exclusion amount increases for 2023 https://www.ubt.com/learning-center/blogs/annual-gift-tax-exclusion-amount-increases-2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate. Read More PersonalEstate Planning
