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  • An older couple hiking together in the fall

    Accounting for Healthcare Costs in Retirement

    October 30, 2024

    Wealth Management
    Health care is an often overlooked aspect of retirement planning, yet it is one of the most financially influential.
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  • An older couple walking their dog in the snow

    Transitioning into Retirement

    October 10, 2024

    Wealth Management
    If you're considering retirement within the next five years or so, you're in the retirement "zone." This is a critical time period during which you'll be faced with a number of important choices
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  • A graphic image showing a person typing at their computer with a shield & lock symbol overlaid. The image is depicting online security.

    Emerging Fraud Trends and How to Protect Yourself

    October 3, 2024

    Risk & Fraud Awareness

    Fraud is an ever-evolving threat, adapting with technology and finding new ways to exploit individuals and organizations.

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  • A couple sitting on their patio drinking coffee together

    Choosing a Beneficiary for Your IRA or 401(k)

    September 18, 2024

    Wealth Management

    Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance.

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  • A photo of a family with two young kids playing together in their living room

    Planning Ahead for Life Insurance Proceeds

    September 4, 2024

    Wealth Management

    Why did you purchase life insurance? Most people buy life insurance to provide a source of income for someone (e.g., a spouse, parent, or child) after they pass. Buying the policy was the first step.

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  • A graphic depicting a person in a mask stealing credit card information through a laptop computer

    Authorized Push Payment Fraud

    September 4, 2024

    Risk & Fraud Awareness

    What is Authorized Push Payment (APP) Fraud?

    Authorized Push Payment Fraud is a type of fraud that occurs when the victim is persuaded - usually through social engineering scams - into transferring money to fraudsters.

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  • A couple meeting with their financial advisor. The woman is shaking hands with the advisor.

    The Long-Term Approach to Building Your Investment Portfolio

    August 28, 2024

    Wealth Management
    Your emergency fund has been established, and you’ve accumulated enough savings to warrant thinking in terms of an investment portfolio. What’s the next step?
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  • A family with two young kids playing together in their living room

    Maximizing Working Capital with Commercial Cards

    August 15, 2024

    Small Business

    Working capital is the lifeblood of any business, ensuring that it can operate smoothly and meet its short-term obligations.

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  • A graphic showing a login screen on a laptop computer and an access code on a cell phone.

    Authentication: Why are you being asked verifying questions?

    August 5, 2024

    Risk & Fraud Awareness
    Authentication ensures that customers, their data and their assets are kept safe. It can help by creating a variety of hurdles before granting access to personal information or accounts.
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  • A couple picking up their car from a repair shop. The man is shaking hands with the mechanic.

    Planning ahead for “extra expenses”

    July 31, 2024

    Wealth Management

    When it comes to "surprise" expenses, the first thought may be a car breaking down, or a sudden medical emergency. However, these aren’t the only expenses that can balloon out of control quickly.

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  • A family with two young children playing together in their living room

    Investing in an Election Year

    June 17, 2024

    Wealth Management

    For investors, election years should be much like any other year. However, there is sometimes a temptation to try to discern how the political winds may affect investment outcomes.

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  • A couple reviewing paperwork together in their kitchen

    Establishing a Budget

    June 3, 2024

    Wealth Management

    Do you ever wonder where your money goes each month? Does it seem challenging to get ahead? If so, establishing a budget can help keep track of how you spend your money and help you reach your financial goals.

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