Spin On Spending

  • A woman talking on the phone and writing notes on a notepad

    Have You Considered What Gift You Will Give Your Future Self?

    November 18, 2022

    Wealth Management

    There are moments when we may wish we could go back in time and tell ourselves what the future holds. If only we knew, we could avoid regrettable decisions and embrace an even better future.

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  • A woman looking at financial paperwork in her living room

    Estimating Your Retirement Income Needs

    November 10, 2022

    Wealth Management

    You know how important it is to plan for retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement.

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  • A woman meeting with her financial advisor in an office

    You Can Harvest Investment Losses For Tax Savings

    November 1, 2022

    Wealth Management

    With the major stock market indices in bear market territory, this may be a good time to evaluate the potential benefits of realizing some capital losses in the investment portfolio.

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  • Five kids dressed in costumes walking up to a house to trick or treat

    Teach Children To Save With Candy

    October 31, 2022

    Financial Education

    It is Halloween and we all know what that means – kids young and old have two things on their minds: costumes and candy! This year, consider using the candy collected as an opportunity to teach financial literacy and saving strategies.

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  • A girl holding a cell phone making a thinking face

    How to send money with Zelle® safely

    October 28, 2022

    Financial Education

    Zelle® allows you to safely, quickly and easily send or receive money from those you trust such as your babysitter, fellow PTA parent or coworker.

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  • A woman meeting with her financial advisor in an office

    Three Halloween Lessons Investors Should Learn Too

    October 26, 2022

    Wealth Management

    Experience may be the best teacher, but that doesn’t mean we are all the best students. Many times, there are lessons we only grasp later in life once we’ve made the same mistakes over and over again.

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  • A graphic of a credit score gauge ranging from good to poor overlaid on a photo of a man typing on his cell phone

    Understand and Manage Your Credit Score

    October 13, 2022

    Financial Education
    Understanding your credit can be difficult, but it is one of the most important things you can learn to set you up for financial success. To get answers for some of the questions that you may have about credit, continue reading.
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  • A customer checking out at a small business with a gift card

    Elevate Your Business with Gift Cards

    October 7, 2022

    Financial Education

    Gift cards are popular for birthday gifts, holidays, and many other occasions, and providing a gift card option could elevate your business by increasing customer spending, expanding your customer base, and building brand loyalty!

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  • A couple reviewing a document with their financial advisor

    Four Benefits of Working With a Financial Advisor

    October 5, 2022

    Wealth Management
    Becoming a do-it-yourselfer is easier than ever, thanks to the internet and YouTube. However, there are limits to self-empowerment. One area in which some people may be overconfident is financial management.
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  • A multi-generational family walking outdoors together

    Estate Planning: An Introduction

    September 30, 2022

    Wealth Management

    It can be burdensome to wonder what will happen to your estate upon your passing. However, there are plans you can put in place, with the help of professionals, to alleviate some of that weight.

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  • An auto repair shop owner smiling in front of his workshop

    Grow Your Small Business with a Business Credit Card

    September 26, 2022

    Small Business

    Balancing the day-to-day operations and responsibilities of a small business can leave you feeling overwhelmed.  Choosing between suppliers, navigating staffing, and growing your business are extremely important to the success of your company

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  • A grandma reading a Grandparents Day card from her granddaughter, who is giving her a hug.

    Grandparents Day. Showing Appreciation For Their Support.

    September 9, 2022

    Wealth Management

    In twenty-two countries around the world, a special day is designated to recognize and to celebrate grandparents. In America that day is the first Sunday after Labor Day.

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