Maximize your tax-efficient gifting strategy
Understanding how to manage your gifting strategy is crucial to minimizing your taxes. Here, we discuss how to build a strategy.
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.
Top 5 questions your financial team should ask you
A financial advisor can help you build a holistic plan based on your unique situation. Here are five questions your advisor should ask you.
Understanding the Corporate Transparency Act: A guide for business owners
The Corporate Transparency Act (CTA) aims to combat illegal activities by increasing transparency in corporate ownership. Read this guide to understand the law.
Retirement planning: The basics of Medicare
Many retired adults have access to the government program, Medicare. Here, we review how it can impact your retirement finances.
Earnings explained: Q2 2025
UMB’s Chief Financial Officer Ram Shankar discusses earnings results for the second quarter of 2025.
Good versus great advisors: How to get the most from your financial advisor
Learn how a financial advisor can help you achieve your financial goals and how you can ensure you are making the most of the financial partnership.
Tax implications of One Big Beautiful Bill Act (OBBBA) on business exits
The One Big Beautiful Bill Act (OBBBA) will impact individuals and businesses. Here’s how it will affect business owners.
Q3 2025 economic update: Another brick in the wall of worry
Read our latest economic check-in that covers factors from Q2 2025 and analyzes the unexpected events in the geopolitical arena and financial markets.
One Big Beautiful Bill Act: Implications for higher education institutions
Learn how the higher education provisions of The One Big Beautiful Bill Act (OBBBA) may have a noticeable impact on some colleges and universities.
