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How to Plan Your Financial Life in a Sensible Way

Written by: Pat Carlson, Senior Vice President, Wealth Management & Trust Department Manager What is my personal net wor...

March 25, 2022

How to Plan Your Financial Life in a Sensible Way

Written by: Pat Carlson, Senior Vice President, Wealth Management & Trust Department Manager
What is my personal net wor…

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February 18, 2022

How to Give Yourself an Annual Financial Check-Up

Written by Marlene Piche, SVP Branch and Business Banking
Creating a financial plan for you or your family is a great st…

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April 21, 2021

Banking Basics: What is Financial Planning?

From creating a clear set of goals to putting you on track to build wealth, financial planning has several benefits. And…

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March 26, 2021

What You Need to Know About Leaving a Legacy

Estate planning and leaving a legacy discussions can be a little scary or a little exhilarating, and sometimes both. For…

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November 23, 2020

What to expect from your first financial planning meeting

Maybe you’re wondering how you’ll pay off your college debts.  Or you just got married and are merging your finances wit…

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September 24, 2020

Transferring wealth to the next generation

Over the next 25 years in the U.S., about $68 trillion in wealth is going to change hands, as it is transferred from old…

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June 30, 2020

Understanding the impact of COVID on the economy.

Written by E. Keith Wirtz, CFA®, Vice President & Chief Investment Officer, Union Savings Bank.
The Coronavirus Pandemic…

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May 13, 2020

Investing and the Coronavirus Pandemic: Seeking clarity in chaos.

Written by E. Keith Wirtz, CFA®, Vice President & Chief Investment Officer, Union Savings Bank.
“Investors can survive a…

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March 4, 2020

Retirement Savings: Who’s on Target?

If – like most – you are planning to stop working full-time someday, you are probably curious about how you are doing al…

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