Ubiquity Blog

18 Jan 2018

5 Easy Tips to Make Tax Time Less Taxing

This year’s tax time deadline is April 17, 2018. To help you prepare, our partner,…

16 Jan 2018

Brush Up on Your Savings Skills With These 5 Twitter Chats

The New Year is is a great time to check in on your financial plan,…

11 Jan 2018

Small Business 401k Misconceptions

There are many small business 401k misconceptions which are largely due to small business owners…

8 Jan 2018

Preparing for the Unexpected with Emergency Savings

Preparing for the unexpected with emergency savings can be difficult, particularly if you don't have that…

6 Jan 2018

Learn How to Stop These 3 Bad Financial Habits

Everyone is guilty of falling into bad habits, especially given the fast-paced world we live…

2 Jan 2018

What Is a Form 5500? Watch this Video

What is a form 5500? For employees, taxes are done when the W-2 is filed.…

2 Jan 2018

Can You Take a Loan From Your 401k?

This week’s question comes from Casey who asked whether you need a spouse’s consent before…

21 Dec 2017

Greetings from Paris, Circa 2039

Hey there present-day Lisa – it’s me, future Lisa, I just wanted to send you…

8 Dec 2017

Saving for Your First Retirement Savings Plan? Talk to HR

Participating in your first retirement savings plan can seem overwhelming and may stir up a…

27 Nov 2017

5 Ways to Save like a BOSS (or a Millennial)

As a busy career woman and Millennial who is hyper-conscious about saving and being a…

25 Nov 2017

Having Emergency Savings Can Save A Life

I have always been a diligent saver, scared at the thought of racking up huge…