The one savings goal you really need to stop freaking out about
Worried you haven't saved enough for your kid's college? Angela Coleman, Fiduciary Investment Advisor, spoke with Moneyish about saving for the future.
Resources
A collection of resources to help you on your financial journey.
Financial Resource Center
The Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for all age groups.
News
Why Inflation Tops Retirement Concerns
Director of Wealth Management Client Services, Patrick Meyer, spoke with U.S. News and World Report about concerns when nearing retirement.
8 apps advisers love for getting stuff done
Unified Trust Digital Advice Manager, Michael Samford, suggests an app for those advisers who want to learn a little more about the technology side of the business.
Should I use my savings to pay off credit card debt?
Angela Coleman, Fiduciary Investment Advisor at Unified Trust, talks about the path to come to a clear understanding of your options on whether you should use your savings to pay off debt.
The smartest financial choice you can make when you get married has nothing to do with your bank accounts
Patrick Meyer, Director of Wealth Management Client Services, discusses joint decision making and financial goals after marriage.
DIY Estate Planning Has Its Risks
Fiduciary Investment Advisor, John Deglow, highlights considerations estate-planning attorneys can guide you through that a computer can't.
Library
In the Unified Trust Library you will find a collection of white papers and articles on a variety of financial issues relevant to today's investor.
- The Real Measure of 401(k) Plan Success
- The UnifiedPlan® Dramatically Increases Retirement Success & Improves Plan Cost/Benefit Structure
- The Actuarial Solution Matrix - Unified Trust
- Using the Cost Benefit Ratio to Measure 401(k) Plan Value
- Why the UnifiedPlan® Is So Effective in Improving Outcomes
- Evaluation of UnifiedPlan®
- ERISA 403(b) Lawsuits
- Comments on the Tibble v. Edison Decision
- Fiduciary Discretion: A Plan for Improving Outcomes
- Third Party Fiduciaries: Myth and Reality
- Will the Real Fiduciary Please Stand Up
- Deconstructing the Discretionary Fiduciary Models - Unified Trust
- Unified Trust is Certified for Fiduciary Excellence
- The Benefit Policy Statement: Designing the Defined Goal
- The Full Fiduciary Standard of Care - Unified Trust
- The Retirement Income Purchase - Unified Trust
- Employee Enrollment Meetings Must Progress - Unified Trust
- Fiduciary Must Be More Effective in Converting the Accumulated 401(k) Into a Reliable Lifetime Income Stream
- Defined Contribution Plans - Unified Trust
Podcasts
-
Under the Hood February 28, 2020
-
Under the Hood January 30, 2020
-
Service Model Monday November 11, 2019
-
Service Model Monday November 04, 2019
-
Service Model Monday October 28, 2019
Contact Us Today
Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.