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.

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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.

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


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.


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