Your guide to financial planning: How to get started and what to consider
No matter the size of your bank account, financial planning can be used as a tool to help you reach your financial goals.
Financial planning doesn’t have to be complicated (video)
Nikki Newton discusses addresses common concerns regarding financial planning and investing. Watch his conversation for tips on how to start.
Financial planning: Answers to important questions
This past year presented many challenges and while times have changed, for most of us our goals and objectives have not. Financial planning can sound intimidating, but it is not as overwhelming as it may seem.
Financial advisors: holistic planning includes healthcare costs
Retirement planning often revolves around a 401(k) and similar savings, yet an HSA can help clients manage healthcare costs and accumulate wealth.
Establishing a trust: Planning for the future with intention
Trusts are important estate planning tools . Here are three reasons to set up a trust as part of your financial plan.
HSAs can help grow confidence in retirement planning
With more boomers entering retirement, HSAs can help manage healthcare expenses and grow confidence during retirement.
Financial insights: What to know about managing debt
Paying down and managing debt in an efficient, focused way — and eventually being free of it — is vital for long-term financial security.
UMB supports total employee wellness through well-being and financial health initiatives
UMB prioritizes associates’ personal and financial health with programs designed for the well-being of our diverse and talented employees.
First steps for handling an unexpected financial windfall
If you suddenly have unanticipated financial windfall, it’s important to be strategic as you adjust to having additional funds.
Retirement planning: An in-depth look at how and when to start
Retirement planning can seem daunting. Review our in-depth guide and see if you're on the right track to achieving your retirement goals.
