A collection of resources to help you on your financial journey.
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.
President Trump's tax reform may have fattened paychecks, but many taxpayers may be shocked by inadequate withholdings at filing time. Karen McIntyre, Fiduciary Investment Advisor, highlights some of the new challenges high net worth individuals might face when filing taxes this year.
"If you owe money in taxes and find yourself short on cash, don't panic," says Billy Lanter, fiduciary investment advisor. In this article, Billy discusses the several options available when you need to pay off that tax bill.
Patrick Meyer, Director of Client Services for Wealth Management, spoke with MarketWatch about how to prepare for unexpected expenses.
Just in time for Thanksgiving, Managing Director of Wealth Management, Kevin Avent, spoke with Next Avenue about discussing money matters with family at Thanksgiving.
Angela Coleman, Fiduciary Investment Advisor, discusses the importance of not leaving free money on the table and contributing enough to your employer plan to fully benefit from the employer match
Ready for a break? Thinking of taking a mini retirement? Billy Lanter, Fiduciary Investment Advisor, breaks down the costs and benefits of taking a break from the workforce to enjoy retirement now.
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.
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.