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posted on Tuesday, July 15, 2025
The year is halfway through—it's the perfect time to pause and take a look at your financial goals. Whether you're saving for something big, trying to pay off debt, or just working to spend more mindfully, a mid-year money check-in helps you stay on track and finish the year strong.
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posted on Friday, May 23, 2025
Buying a home can be stressful regardless of the stage of life you're in. When you start planning to buy a house, it can be intimidating to think about how much money you must save. However, once you start down the path, it may seem easier than you originally thought.
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posted on Monday, November 18, 2024
As the year winds down, now is a great time to reflect on your financial goals and explore opportunities for strategic giving. Local and national charitable organizations often have their annual campaigns underway at this time, and many of the organizations in our community have unmet needs and goals you may choose to support!
If you are 70½ or older and have an IRA, consider a Qualified Charitable Distribution (QCD) as part of your year-end giving plan.
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posted on Tuesday, October 15, 2024
People of all ages have many misconceptions about estate planning. Lots of people think that estate planning is solely for older individuals, while even more people think that estate planning is a process that is impossible to understand.
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posted on Wednesday, October 2, 2024
Financial planning can be an anxiety-inducing topic, but with some research and a willingness to learn, many facets of it can easily be understood and implemented. These principles can then be applied to help you secure your financial future. In recognition of Financial Planning Day and National Retirement Security Month, United Bank & Trust is sharing eight tips to help consumers of all ages improve their financial planning skills.
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