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.
Preparing for the next wave of franchise mergers and acquisitions (M&A)
The franchise M&A market is entering a favorable period for operators. Understand the significance of a banking relationship in the next wave of franchise mergers and acquisitions.
Optimize your business: Time milestones for your business exit
Selling your business is a significant milestone that requires careful planning to maximize proceeds and prepare for the exit.
UMB and associates celebrate an amazing year of industry and community award recognition
We're celebrating UMB associates that have earned regional and national recognition this past year. Learn more about these extraordinary individuals and teams.
How to plan your financial future in uncertain times
There is no better time than now to think about your financial future and evaluate your plan. Here are some topics to consider.
Trending in Dallas: Employee ownership
We are seeing renewed interest in employee stock ownership plans (ESOPs) across UMB’s footprint, particularly in the Dallas-Fort Worth region.
Long-term investing: How to achieve peace of mind
Here, Eric Kelley, chief investment officer at UMB, shares his strategies for investing confidently over the course of decades.
Making a family budget that fits each life stage
Family financial needs are constantly evolving. Here is a guide to help plan your family budget as your finances change.
How to financially prepare for a baby
A baby can be one of the greatest joys in life -- and one of the costliest. Here is a list to help you financially prepare for a baby.
