Union Bank & Trust

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JOURNEY

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Discover information and resources to help you plan for your next phase of life.

  • Retirement Education Center

    An assortment of resources dedicated to helping you prepare for retirement.

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  • Tools & News

    Helpful articles and worksheets to assist you with your plan.

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  • Videos & Podcasts

    Entertaining and informative presentations on a variety of financial topics.

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  • Financial Calculators

    Calculators to help you manage your money and achieve key milestones.

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  • Insights for the Journey

    A collection of blog articles focused on insights and advice to help you enjoy an active lifestyle.

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  • Customer Support Team

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  • Financial Planning

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  • Trust Services

    Consult with one of our trust services professionals for your estate planning and wealth management needs.

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Your destination location for tools and products to help you manage your money.

Financial Advice

Our Smarter in :90 series is designed to help you manage your money better.

You may not even understand what the role of your fiduciary and trustee will be. Learn more in this video.

Have you ever considered a health savings account? Learn the benefits.

Do you need an estate plan?

Are you missing out on your 401K plan? Learn more in this video.

When should you start saving for retirement?

Información importante sobre los procedimientos para abrir una cuenta nueva—
Para ayudar al gobierno a combatir el financiamiento del terrorismo y las actividades del lavado de dinero, la ley federal exige que todas las instituciones financieras obtengan, verifiquen y registren información que identifique a cada persona que abra una cuenta. Lo que esto significa para usted es: Al abrir una cuenta, le preguntaremos su nombre, dirección, fecha de nacimiento o cualquier otra información que nos ayude a identificarlo; podemos también pedirle que presente su licencia de conducir u otros documentos de identidad.